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 | $74,389 | $56,199+32.4% | $67,652+10.0% | $59,632+24.7% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | -0.92% | 18505.31%-18506.2pp | 6625.04%-6626.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $588 | $1,614-63.6% | $2,266-74.0% | $2,203-73.3% |
| Participant deferral / active EE | $1,183 | $2,844-58.4% | $3,560-66.8% | $3,192-62.9% |
| Admin fee / account holder | $165 | $3,958-95.8% | $4,821-96.6% | $4,297-96.2% |