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 | $158,449 | $183,519-13.7% | $155,509+1.9% | $145,922+8.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.05% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $19,813 | $5,313+272.9% | $4,672+324.0% | $4,660+325.2% |
| Participant deferral / active EE | $824 | $6,462-87.2% | $5,626-85.3% | $6,688-87.7% |
| Admin fee / account holder | $25 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |