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 | $112,426 | $67,411+66.8% | $91,001+23.5% | $70,131+60.3% |
| Participation rate | 25.0% | 71.4%-46.4pp | 75.6%-50.6pp | 69.5%-44.5pp |
| Annual return | 17.15% | -40.16%+57.3pp | 4.60%+12.6pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,126 | $2,823-60.1% | $3,547-68.3% | $3,332-66.2% |
| Admin fee / account holder | $7 | $4,236-99.8% | $5,417-99.9% | $4,645-99.8% |