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 | $172,519 | $159,602+8.1% | $150,045+15.0% | $142,382+21.2% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 22.99% | 70.24%-47.2pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $15,239 | $4,961+207.2% | $4,693+224.7% | $4,299+254.5% |
| Participant deferral / active EE | $1,900 | $8,310-77.1% | $7,997-76.2% | $6,507-70.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |