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 | $58,148 | $171,865-66.2% | $149,718-61.2% | $147,584-60.6% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | 22.28% | 2113.22%-2090.9pp | 1501.63%-1479.4pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,771 | $6,275-71.8% | $5,445-67.5% | $4,876-63.7% |
| Participant deferral / active EE | $1,992 | $7,271-72.6% | $6,569-69.7% | $5,439-63.4% |
| Admin fee / account holder | $245 | $13,799-98.2% | $11,283-97.8% | $10,885-97.8% |