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 | $111,203 | $124,185-10.5% | $108,410+2.6% | $167,490-33.6% |
| Participation rate | 42.9% | 82.3%-39.4pp | 80.1%-37.3pp | 82.1%-39.2pp |
| Annual return | 13.59% | 1379.64%-1366.0pp | 905.27%-891.7pp | 478.56%-465.0pp |
| Employer contribution / active EE | $938 | $4,187-77.6% | $3,558-73.6% | $4,837-80.6% |
| Participant deferral / active EE | $1,335 | $6,908-80.7% | $6,563-79.7% | $6,341-78.9% |
| Admin fee / account holder | $30 | $9,455-99.7% | $7,295-99.6% | $12,309-99.8% |