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 | $18,016 | $100,852-82.1% | $90,404-80.1% | $158,922-88.7% |
| Participation rate | 27.3% | 75.0%-47.7pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 8.99% | 1724.20%-1715.2pp | 1293.02%-1284.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $283 | $3,689-92.3% | $3,262-91.3% | $4,761-94.1% |
| Participant deferral / active EE | $337 | $4,348-92.3% | $3,963-91.5% | $5,982-94.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |