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 | $97,870 | $114,237-14.3% | $119,258-17.9% | $167,490-41.6% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.7%-32.7pp | 82.1%-32.1pp |
| Annual return | 14.97% | 29.87%-14.9pp | 30.69%-15.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,379 | $4,481-69.2% | $4,384-68.5% | $4,837-71.5% |
| Participant deferral / active EE | $1,511 | $6,084-75.2% | $6,111-75.3% | $6,341-76.2% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |