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 | $137,504 | $124,319+10.6% | $111,297+23.5% | $167,490-17.9% |
| Participation rate | 21.4% | 79.6%-58.2pp | 77.3%-55.9pp | 82.1%-60.7pp |
| Annual return | 33.01% | 37.44%-4.4pp | 54.65%-21.6pp | 478.56%-445.5pp |
| Employer contribution / active EE | $1,459 | $3,435-57.5% | $2,731-46.6% | $4,837-69.8% |
| Participant deferral / active EE | $1,459 | $5,180-71.8% | $4,487-67.5% | $6,341-77.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |