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 | $179,018 | $102,317+75.0% | $146,958+21.8% | $80,856+121.4% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.2%-48.8pp | 67.6%-34.3pp |
| Annual return | 17.89% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,064 | $3,713-71.3% | $4,933-78.4% | $2,755-61.4% |
| Participant deferral / active EE | $1,793 | $6,644-73.0% | $8,070-77.8% | $4,296-58.3% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |