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 | $148,368 | $127,065+16.8% | $113,168+31.1% | $142,382+4.2% |
| Participation rate | 20.0% | 79.2%-59.2pp | 76.6%-56.6pp | 80.1%-60.1pp |
| Annual return | 16.01% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,100 | $5,716-80.8% | $5,107-78.5% | $6,507-83.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |