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 | $229,346 | $61,660+272.0% | $80,019+186.6% | $64,186+257.3% |
| Participation rate | 33.3% | 71.7%-38.4pp | 75.8%-42.5pp | 69.6%-36.2pp |
| Annual return | -4.01% | -0.33%-3.7pp | 11.22%-15.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,137 | $1,810-37.2% | $2,468-53.9% | $2,381-52.3% |
| Participant deferral / active EE | $488 | $2,968-83.6% | $3,686-86.8% | $3,470-85.9% |
| Admin fee / account holder | $111 | $5,417-97.9% | $6,521-98.3% | $4,888-97.7% |