See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,067 | $99,079+27.2% | $77,999+61.6% | $273,961-54.0% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.5%-17.2pp | 83.0%-24.7pp |
| Annual return | 5.71% | 217.93%-212.2pp | 425.96%-420.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $861 | $4,306-80.0% | $3,497-75.4% | $5,287-83.7% |
| Admin fee / account holder | $249 | $8,954-97.2% | $5,480-95.5% | $10,132-97.5% |