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 | $195,296 | $198,466-1.6% | $170,442+14.6% | $147,584+32.3% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 20.35% | 257.29%-236.9pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $5,114 | $6,184-17.3% | $5,433-5.9% | $4,876+4.9% |
| Participant deferral / active EE | $129 | $5,629-97.7% | $4,939-97.4% | $5,439-97.6% |
| Admin fee / account holder | $50 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |