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 9-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 | $42,390 | $97,757-56.6% | $83,848-49.4% | $135,375-68.7% |
| Participation rate | 29.4% | 80.0%-50.5pp | 76.1%-46.7pp | 82.6%-53.2pp |
| Annual return | -4.61% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $505 | $4,682-89.2% | $4,082-87.6% | $5,609-91.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |