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 | $99,239 | $163,101-39.2% | $136,749-27.4% | $142,382-30.3% |
| Participation rate | 69.2% | 78.2%-9.0pp | 72.1%-2.9pp | 80.1%-10.9pp |
| Annual return | 9.99% | 27.54%-17.5pp | 24.33%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $7,686 | $4,117+86.7% | $3,400+126.1% | $4,299+78.8% |
| Participant deferral / active EE | $1,249 | $5,585-77.6% | $4,692-73.4% | $6,507-80.8% |
| Admin fee / account holder | $285 | $14,318-98.0% | $11,386-97.5% | $12,624-97.7% |