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 | $35,142 | $102,604-65.7% | $86,188-59.2% | $139,434-74.8% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.0%-27.3pp | 80.3%-38.7pp |
| Annual return | 10.24% | 1922.51%-1912.3pp | 1168.45%-1158.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $613 | $3,032-79.8% | $2,380-74.2% | $4,751-87.1% |
| Participant deferral / active EE | $710 | $4,676-84.8% | $3,985-82.2% | $6,710-89.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |