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 | $154,183 | $76,367+101.9% | $93,606+64.7% | $72,985+111.3% |
| Participation rate | 19.3% | 71.7%-52.4pp | 75.8%-56.5pp | 69.5%-50.2pp |
| Annual return | 16.69% | 25.82%-9.1pp | 32.76%-16.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,836 | $2,275-19.3% | $2,718-32.4% | $2,440-24.7% |
| Participant deferral / active EE | $815 | $3,538-77.0% | $4,069-80.0% | $3,607-77.4% |
| Admin fee / account holder | $24 | $6,838-99.7% | $7,888-99.7% | $5,124-99.5% |