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 | $147,711 | $45,863+222.1% | $77,024+91.8% | $68,494+115.7% |
| Participation rate | 14.7% | 55.9%-41.2pp | 67.9%-53.2pp | 67.9%-53.2pp |
| Annual return | -8.65% | 1.72%-10.4pp | 42.32%-51.0pp | -7.84%-0.8pp |
| Employer contribution / active EE | $275 | $1,650-83.3% | $2,812-90.2% | $2,596-89.4% |
| Participant deferral / active EE | $517 | $2,962-82.6% | $4,426-88.3% | $4,027-87.2% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |