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 | $247,812 | $169,032+46.6% | $129,207+91.8% | $145,922+69.8% |
| Participation rate | 26.1% | 76.4%-50.4pp | 69.6%-43.5pp | 80.3%-54.2pp |
| Annual return | 9.61% | 14330.11%-14320.5pp | 9417.33%-9407.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,260 | $5,537-77.2% | $4,153-69.7% | $4,660-73.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |