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 | $68,170 | $90,600-24.8% | $79,464-14.2% | $135,375-49.6% |
| Participation rate | 4.3% | 76.0%-71.7pp | 73.3%-69.0pp | 82.6%-78.3pp |
| Annual return | -3.18% | 977.43%-980.6pp | 718.14%-721.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $72 | $3,068-97.6% | $2,800-97.4% | $4,779-98.5% |
| Participant deferral / active EE | $189 | $4,050-95.3% | $3,704-94.9% | $5,609-96.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |