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 | $152,105 | $105,181+44.6% | $159,436-4.6% | $85,850+77.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.8%-57.8pp | 69.3%-44.3pp |
| Annual return | 18.42% | 45.07%-26.7pp | 263.57%-245.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,232 | $3,318-62.9% | $4,829-74.5% | $2,565-52.0% |
| Participant deferral / active EE | $2,187 | $5,945-63.2% | $7,352-70.2% | $3,952-44.6% |
| Admin fee / account holder | $64 | $6,933-99.1% | $10,799-99.4% | $6,260-99.0% |