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 | $106,780 | $107,934-1.1% | $91,989+16.1% | $152,861-30.1% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 23.09% | 89.24%-66.2pp | 69.02%-45.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,374 | $4,210-67.4% | $3,452-60.2% | $4,762-71.2% |
| Participant deferral / active EE | $779 | $6,364-87.8% | $5,923-86.9% | $5,850-86.7% |
| Admin fee / account holder | $275 | $10,520-97.4% | $7,743-96.5% | $11,596-97.6% |