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 | $205,963 | $150,440+36.9% | $136,294+51.1% | $147,584+39.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 16.48% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $5,151 | $5,256-2.0% | $4,695+9.7% | $4,876+5.6% |
| Participant deferral / active EE | $657 | $6,630-90.1% | $6,247-89.5% | $5,439-87.9% |
| Admin fee / account holder | $65 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |