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 | $169,414 | $49,915+239.4% | $154,803+9.4% | $74,304+128.0% |
| Participation rate | 3.4% | 54.0%-50.5pp | 78.1%-74.7pp | 60.3%-56.9pp |
| Annual return | 21.41% | 34.06%-12.6pp | 58.88%-37.5pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $536 | $2,255-76.2% | $5,540-90.3% | $3,767-85.8% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |