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 8-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 | $41,598 | $83,477-50.2% | $125,175-66.8% | $72,985-43.0% |
| Participation rate | 48.6% | 73.3%-24.7pp | 79.8%-31.1pp | 69.5%-20.8pp |
| Annual return | 26.05% | 25.78%+0.3pp | 43.79%-17.7pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,200 | $2,345-6.2% | $3,865-43.1% | $2,440-9.8% |
| Participant deferral / active EE | $1,109 | $3,585-69.1% | $4,937-77.5% | $3,607-69.3% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |