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 | $26,568 | $90,600-70.7% | $79,464-66.6% | $135,375-80.4% |
| Participation rate | 12.5% | 76.0%-63.5pp | 73.3%-60.8pp | 82.6%-70.1pp |
| Annual return | -7.64% | 977.43%-985.1pp | 718.14%-725.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $230 | $3,068-92.5% | $2,800-91.8% | $4,779-95.2% |
| Participant deferral / active EE | $230 | $4,050-94.3% | $3,704-93.8% | $5,609-95.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |