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 | $157,952 | $185,822-15.0% | $169,993-7.1% | $139,434+13.3% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 10.92% | 60.50%-49.6pp | 53.37%-42.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $902 | $11,622-92.2% | $10,408-91.3% | $6,710-86.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |