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 | $148,329 | $99,020+49.8% | $86,590+71.3% | $147,584+0.5% |
| Participation rate | 35.7% | 76.3%-40.6pp | 73.5%-37.8pp | 82.8%-47.1pp |
| Annual return | 18.55% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,928 | $3,132-38.4% | $2,839-32.1% | $4,876-60.5% |
| Participant deferral / active EE | $74 | $3,972-98.1% | $3,609-97.9% | $5,439-98.6% |
| Admin fee / account holder | $94 | $5,710-98.4% | $4,906-98.1% | $10,885-99.1% |