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 | $125,543 | $89,355+40.5% | $141,162-11.1% | $72,985+72.0% |
| Participation rate | 36.9% | 75.1%-38.2pp | 82.5%-45.5pp | 69.5%-32.6pp |
| Annual return | 21.66% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $745 | $3,114-76.1% | $4,735-84.3% | $2,440-69.4% |
| Participant deferral / active EE | $1,807 | $5,418-66.6% | $6,709-73.1% | $3,607-49.9% |
| Admin fee / account holder | $140 | $5,958-97.7% | $10,261-98.6% | $5,124-97.3% |