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 | $211,404 | $115,882+82.4% | $100,516+110.3% | $158,922+33.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 29.24% | 34.79%-5.6pp | 30.89%-1.7pp | 302.83%-273.6pp |
| Employer contribution / active EE | $1,133 | $4,103-72.4% | $3,418-66.9% | $4,761-76.2% |
| Participant deferral / active EE | $1,133 | $6,674-83.0% | $6,270-81.9% | $5,982-81.1% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |