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 | $75,140 | $157,256-52.2% | $141,162-46.8% | $152,861-50.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 16.25% | 64.32%-48.1pp | 71.39%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $990 | $5,261-81.2% | $4,735-79.1% | $4,762-79.2% |
| Participant deferral / active EE | $1,361 | $7,109-80.9% | $6,709-79.7% | $5,850-76.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |