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 | $43,996 | $124,185-64.6% | $108,410-59.4% | $167,490-73.7% |
| Participation rate | 25.0% | 82.3%-57.3pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 15.79% | 1379.64%-1363.8pp | 905.27%-889.5pp | 478.56%-462.8pp |
| Employer contribution / active EE | $550 | $4,187-86.9% | $3,558-84.6% | $4,837-88.6% |
| Participant deferral / active EE | $550 | $6,908-92.0% | $6,563-91.6% | $6,341-91.3% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |