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 6-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 | $175,896 | $46,553+277.8% | $64,056+174.6% | $75,163+134.0% |
| Participation rate | 5.4% | 65.9%-60.5pp | 72.3%-66.9pp | 67.2%-61.8pp |
| Annual return | 13.65% | 26.03%-12.4pp | 33.69%-20.0pp | 160.62%-147.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $31 | $2,837-98.9% | $3,880-99.2% | $4,125-99.2% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |