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 | $137,136 | $198,466-30.9% | $170,442-19.5% | $147,584-7.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 19.39% | 257.29%-237.9pp | 205.93%-186.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $8,711 | $6,184+40.9% | $5,433+60.3% | $4,876+78.6% |
| Participant deferral / active EE | $1,832 | $5,629-67.5% | $4,939-62.9% | $5,439-66.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |