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 | $157,976 | $70,428+124.3% | $96,562+63.6% | $85,850+84.0% |
| Participation rate | 10.8% | 61.8%-51.0pp | 69.8%-59.0pp | 69.3%-58.5pp |
| Annual return | 13.19% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $808 | $2,894-72.1% | $3,849-79.0% | $3,952-79.6% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |