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 | $142,572 | $67,331+111.7% | $60,874+134.2% | $134,475+6.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | 39.92% | 49.93%-10.0pp | 16.90%+23.0pp | 417.96%-378.0pp |
| Employer contribution / active EE | $553 | $3,096-82.1% | $2,701-79.5% | $4,740-88.3% |
| Participant deferral / active EE | $368 | $4,538-91.9% | $3,817-90.4% | $6,400-94.2% |
| Admin fee / account holder | $2 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |