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 9-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 | $144,088 | $67,331+114.0% | $60,874+136.7% | $134,475+7.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | 24.79% | 49.93%-25.1pp | 16.90%+7.9pp | 417.96%-393.2pp |
| Employer contribution / active EE | $567 | $3,096-81.7% | $2,701-79.0% | $4,740-88.0% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |