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 7-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 | $123,827 | $175,202-29.3% | $149,673-17.3% | $139,434-11.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 14.61% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,373 | $5,474-74.9% | $4,818-71.5% | $4,751-71.1% |
| Participant deferral / active EE | $901 | $6,519-86.2% | $5,680-84.1% | $6,710-86.6% |
| Admin fee / account holder | $267 | $16,150-98.3% | $13,210-98.0% | $11,403-97.7% |