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 3-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 | $15,222 | $76,738-80.2% | $56,411-73.0% | $145,922-89.6% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.9pp | 80.3%-21.9pp |
| Annual return | 12.56% | 2994.23%-2981.7pp | 1701.33%-1688.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,823 | $1,380+177.0% | $1,039+268.0% | $4,660-18.0% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |