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 | $144,756 | $179,726-19.5% | $156,263-7.4% | $142,382+1.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 10.45% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,110 | $5,069-78.1% | $4,333-74.4% | $4,299-74.2% |
| Participant deferral / active EE | $1,872 | $6,956-73.1% | $6,158-69.6% | $6,507-71.2% |
| Admin fee / account holder | $45 | $17,272-99.7% | $14,255-99.7% | $12,624-99.6% |