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 | $241,167 | $114,047+111.5% | $96,139+150.9% | $167,490+44.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 94.99% | 189.88%-94.9pp | 191.94%-97.0pp | 478.56%-383.6pp |
| Employer contribution / active EE | $769 | $3,427-77.6% | $2,797-72.5% | $4,837-84.1% |
| Participant deferral / active EE | $838 | $5,194-83.9% | $4,349-80.7% | $6,341-86.8% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |