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 | $93,061 | $107,934-13.8% | $91,989+1.2% | $152,861-39.1% |
| Participation rate | 61.1% | 81.2%-20.1pp | 78.6%-17.5pp | 82.4%-21.3pp |
| Annual return | 25.03% | 89.24%-64.2pp | 69.02%-44.0pp | 345.32%-320.3pp |
| Employer contribution / active EE | $727 | $4,210-82.7% | $3,452-78.9% | $4,762-84.7% |
| Participant deferral / active EE | $1,433 | $6,364-77.5% | $5,923-75.8% | $5,850-75.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |