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 | $148,749 | $104,907+41.8% | $84,611+75.8% | $152,861-2.7% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 10.87% | 373.79%-362.9pp | 258.74%-247.9pp | 345.32%-334.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $534 | $4,688-88.6% | $3,899-86.3% | $5,850-90.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |