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 | $29,696 | $53,516-44.5% | $126,539-76.5% | $84,808-65.0% |
| Participation rate | 4.5% | 58.2%-53.7pp | 69.8%-65.3pp | 68.3%-63.8pp |
| Annual return | 14.28% | 58.34%-44.1pp | 425.95%-411.7pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $153 | $2,671-94.3% | $4,083-96.3% | $4,212-96.4% |
| Admin fee / account holder | $3 | $4,497-99.9% | $6,065-99.9% | $7,344-100.0% |