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 | $131,296 | $127,065+3.3% | $113,168+16.0% | $142,382-7.8% |
| Participation rate | 27.8% | 79.2%-51.4pp | 76.6%-48.8pp | 80.1%-52.3pp |
| Annual return | 12.50% | 24.03%-11.5pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,166 | $5,716-79.6% | $5,107-77.2% | $6,507-82.1% |
| Admin fee / account holder | $43 | $15,736-99.7% | $12,068-99.6% | $12,624-99.7% |