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 | $173,640 | $133,958+29.6% | $112,228+54.7% | $134,475+29.1% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | 71.49% | 47.11%+24.4pp | 27.45%+44.0pp | 417.96%-346.5pp |
| Employer contribution / active EE | $1,051 | $4,038-74.0% | $3,635-71.1% | $4,740-77.8% |
| Participant deferral / active EE | $1,051 | $5,291-80.1% | $4,728-77.8% | $6,400-83.6% |
| Admin fee / account holder | -$175 | $7,489-102.3% | $6,410-102.7% | $11,426-101.5% |