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 | $114,643 | $185,822-38.3% | $169,993-32.6% | $139,434-17.8% |
| Participation rate | 57.9% | 87.8%-29.9pp | 87.0%-29.1pp | 80.3%-22.4pp |
| Annual return | 18.49% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,483 | $7,590-67.3% | $6,785-63.4% | $4,751-47.7% |
| Participant deferral / active EE | $2,080 | $11,622-82.1% | $10,408-80.0% | $6,710-69.0% |
| Admin fee / account holder | $122 | $15,381-99.2% | $12,815-99.0% | $11,403-98.9% |