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 | $91,768 | $165,984-44.7% | $164,813-44.3% | $145,922-37.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.36% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,536 | $5,273-70.9% | $4,341-64.6% | $4,660-67.0% |
| Participant deferral / active EE | $1,894 | $6,959-72.8% | $6,031-68.6% | $6,688-71.7% |
| Admin fee / account holder | $115 | $16,648-99.3% | $12,690-99.1% | $13,397-99.1% |