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 9-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 | $79,613 | $150,440-47.1% | $136,294-41.6% | $147,584-46.1% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 15.88% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $925 | $5,256-82.4% | $4,695-80.3% | $4,876-81.0% |
| Participant deferral / active EE | $1,873 | $6,630-71.7% | $6,247-70.0% | $5,439-65.6% |
| Admin fee / account holder | $284 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |