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 | $126,276 | $67,606+86.8% | $82,313+53.4% | $70,131+80.1% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 18.71% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,047 | $1,755+16.6% | $2,428-15.7% | $2,342-12.6% |
| Participant deferral / active EE | $1,047 | $2,987-65.0% | $3,706-71.8% | $3,332-68.6% |
| Admin fee / account holder | $271 | $4,512-94.0% | $5,608-95.2% | $4,645-94.2% |