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 | $25,196 | $90,503-72.2% | $78,689-68.0% | $273,961-90.8% |
| Participation rate | 27.3% | 76.5%-49.2pp | 73.6%-46.3pp | 83.0%-55.7pp |
| Annual return | 299.77% | 75.60%+224.2pp | 62.18%+237.6pp | 41.45%+258.3pp |
| Employer contribution / active EE | $68 | $3,176-97.9% | $2,851-97.6% | $4,869-98.6% |
| Participant deferral / active EE | $68 | $3,901-98.3% | $3,517-98.1% | $5,287-98.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |