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 | $209,335 | $209,3360% | $197,124+6.2% | $137,256+52.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 29.48% | 48.09%-18.6pp | 44.34%-14.9pp | 220.34%-190.9pp |
| Employer contribution / active EE | $1,696 | $6,591-74.3% | $6,227-72.8% | $4,156-59.2% |
| Participant deferral / active EE | $2,606 | $9,614-72.9% | $9,135-71.5% | $6,407-59.3% |
| Admin fee / account holder | $275 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |