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 | $117,908 | $48,046+145.4% | $84,611+39.4% | $72,985+61.6% |
| Participation rate | 4.3% | 57.6%-53.2pp | 68.2%-63.9pp | 69.5%-65.1pp |
| Annual return | 22.53% | 37.38%-14.9pp | 258.74%-236.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $725 | $2,680-73.0% | $3,899-81.4% | $3,607-79.9% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |