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 8-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 | $126,718 | $104,907+20.8% | $84,611+49.8% | $152,861-17.1% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.4%-65.8pp |
| Annual return | 10.85% | 373.79%-362.9pp | 258.74%-247.9pp | 345.32%-334.5pp |
| Employer contribution / active EE | $305 | $3,302-90.8% | $2,652-88.5% | $4,762-93.6% |
| Participant deferral / active EE | $118 | $4,688-97.5% | $3,899-97.0% | $5,850-98.0% |
| Admin fee / account holder | $87 | $6,241-98.6% | $4,912-98.2% | $11,596-99.3% |