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 | $100,179 | $62,586+60.1% | $76,768+30.5% | $64,186+56.1% |
| Participation rate | 10.3% | 72.8%-62.6pp | 77.0%-66.7pp | 69.6%-59.3pp |
| Annual return | -6.84% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $613 | $1,832-66.5% | $2,485-75.3% | $2,381-74.3% |
| Participant deferral / active EE | $1,170 | $3,145-62.8% | $3,852-69.6% | $3,470-66.3% |
| Admin fee / account holder | $10 | $4,667-99.8% | $6,675-99.8% | $4,888-99.8% |