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 | $93,181 | $54,701+70.3% | $86,188+8.1% | $71,457+30.4% |
| Participation rate | 36.9% | 60.1%-23.2pp | 69.0%-32.0pp | 67.9%-31.0pp |
| Annual return | 24.96% | 20.06%+4.9pp | 1168.45%-1143.5pp | 28.85%-3.9pp |
| Employer contribution / active EE | $308 | $1,265-75.6% | $2,380-87.0% | $2,588-88.1% |
| Participant deferral / active EE | $1,150 | $3,108-63.0% | $3,985-71.1% | $4,289-73.2% |
| Admin fee / account holder | $32 | $1,922-98.3% | $6,852-99.5% | $1,587-98.0% |