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 | $143,631 | $53,127+170.4% | $86,590+65.9% | $70,131+104.8% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 24.94% | 27.66%-2.7pp | 964.84%-939.9pp | 73.14%-48.2pp |
| Employer contribution / active EE | $599 | $2,068-71.0% | $2,839-78.9% | $2,342-74.4% |
| Participant deferral / active EE | $761 | $2,696-71.8% | $3,609-78.9% | $3,332-77.2% |
| Admin fee / account holder | $25 | $3,585-99.3% | $4,906-99.5% | $4,645-99.5% |