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 | $124,425+5.5% | $112,040+17.2% | $137,256-4.3% |
| Participation rate | 27.8% | 79.3%-51.5pp | 76.5%-48.7pp | 80.0%-52.2pp |
| Annual return | 12.50% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,166 | $5,718-79.6% | $5,098-77.1% | $6,407-81.8% |
| Admin fee / account holder | $43 | $15,207-99.7% | $12,098-99.6% | $12,270-99.7% |