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 | $162,318 | $176,056-7.8% | $159,436+1.8% | $167,490-3.1% |
| Participation rate | 57.9% | 84.9%-27.0pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 18.02% | 331.75%-313.7pp | 263.57%-245.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,512 | $5,297-71.5% | $4,829-68.7% | $4,837-68.8% |
| Participant deferral / active EE | $2,523 | $7,750-67.4% | $7,352-65.7% | $6,341-60.2% |
| Admin fee / account holder | $12 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |