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 | $177,148 | $106,890+65.7% | $84,015+110.9% | $152,861+15.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 83.41% | 104.99%-21.6pp | 71.31%+12.1pp | 345.32%-261.9pp |
| Employer contribution / active EE | $905 | $2,734-66.9% | $1,983-54.4% | $4,762-81.0% |
| Participant deferral / active EE | $905 | $4,011-77.4% | $3,239-72.0% | $5,850-84.5% |
| Admin fee / account holder | $144 | $8,285-98.3% | $6,101-97.6% | $11,596-98.8% |