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 | $125,803 | $68,346+84.1% | $94,646+32.9% | $75,163+67.4% |
| Participation rate | 51.5% | 76.1%-24.6pp | 80.8%-29.3pp | 67.2%-15.7pp |
| Annual return | 17.24% | 616.93%-599.7pp | 156.71%-139.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,339 | $2,701-50.4% | $3,672-63.5% | $2,670-49.8% |
| Participant deferral / active EE | $2,838 | $6,537-56.6% | $7,418-61.7% | $4,125-31.2% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,231-100.0% | $5,651-100.0% |