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 | $131,777 | $106,515+23.7% | $96,683+36.3% | $139,434-5.5% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 11.52% | 38.43%-26.9pp | 35.69%-24.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $951 | $4,103-76.8% | $3,737-74.6% | $4,751-80.0% |
| Participant deferral / active EE | $1,061 | $5,454-80.6% | $4,878-78.3% | $6,710-84.2% |
| Admin fee / account holder | $153 | $7,877-98.1% | $6,730-97.7% | $11,403-98.7% |