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 4-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 | $188,785 | $102,245+84.6% | $89,340+111.3% | $137,256+37.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 11.89% | 21.89%-10.0pp | 20.57%-8.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $512 | $2,529-79.8% | $2,231-77.1% | $4,156-87.7% |
| Participant deferral / active EE | $568 | $4,436-87.2% | $3,823-85.1% | $6,407-91.1% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |