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 | $107,452+75.7% | $91,541+106.2% | $142,382+32.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 11.89% | 22.06%-10.2pp | 20.50%-8.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $512 | $2,994-82.9% | $2,505-79.6% | $4,299-88.1% |
| Participant deferral / active EE | $568 | $4,754-88.1% | $4,008-85.8% | $6,507-91.3% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |