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 5-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 | $21,924 | $85,202-74.3% | $172,739-87.3% | $72,985-70.0% |
| Participation rate | 18.2% | 70.1%-51.9pp | 82.6%-64.5pp | 69.5%-51.3pp |
| Annual return | 25.94% | 27.32%-1.4pp | 802.84%-776.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $801 | $3,260-75.4% | $5,198-84.6% | $3,607-77.8% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |