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 | $44,374 | $198,466-77.6% | $170,442-74.0% | $147,584-69.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 11.88% | 257.29%-245.4pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,348 | $6,184-78.2% | $5,433-75.2% | $4,876-72.4% |
| Participant deferral / active EE | $1,744 | $5,629-69.0% | $4,939-64.7% | $5,439-67.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |