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 | $237,422 | $181,894+30.5% | $156,549+51.7% | $273,961-13.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 6.79% | 30.74%-24.0pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $24,500 | $6,248+292.1% | $5,501+345.4% | $4,869+403.2% |
| Participant deferral / active EE | $1,500 | $5,550-73.0% | $4,871-69.2% | $5,287-71.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |