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 | $130,068 | $77,896+67.0% | $134,172-3.1% | $82,448+57.8% |
| Participation rate | 60.0% | 62.8%-2.8pp | 72.5%-12.5pp | 68.1%-8.1pp |
| Annual return | 15.74% | 18.21%-2.5pp | 25.30%-9.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,109 | $2,159+44.0% | $3,420-9.1% | $2,551+21.9% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,336-100.0% | $12,016-100.0% | $7,234-100.0% |