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 | $236,439 | $60,892+288.3% | $82,389+187.0% | $84,808+178.8% |
| Participation rate | 19.2% | 63.3%-44.0pp | 69.5%-50.3pp | 68.3%-49.1pp |
| Annual return | 17.53% | 37.29%-19.8pp | 28.67%-11.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $445 | $1,779-75.0% | $2,517-82.3% | $2,631-83.1% |
| Participant deferral / active EE | $496 | $3,179-84.4% | $4,155-88.1% | $4,212-88.2% |
| Admin fee / account holder | $50 | $5,467-99.1% | $7,231-99.3% | $7,344-99.3% |