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 | $222,304 | $156,846+41.7% | $121,098+83.6% | $139,434+59.4% |
| Participation rate | 26.1% | 76.4%-50.3pp | 69.5%-43.4pp | 80.3%-54.2pp |
| Annual return | 12.73% | 1474.56%-1461.8pp | 985.75%-973.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,107 | $5,536-61.9% | $4,164-49.4% | $4,751-55.7% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |