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 | $0 | $70,879-100.0% | $189,557-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 78.4%-78.4pp | 70.7%-70.7pp |
| Annual return | 14.89% | 20.70%-5.8pp | 64.17%-49.3pp | 116.85%-102.0pp |
| Employer contribution / active EE | $1,024 | $1,806-43.3% | $4,412-76.8% | $2,427-57.8% |
| Participant deferral / active EE | $1,461 | $4,081-64.2% | $6,174-76.3% | $4,046-63.9% |
| Admin fee / account holder | $0 | $647-100.0% | $9,807-100.0% | $626-100.0% |