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 | $40,394 | $104,486-61.3% | $76,817-47.4% | $152,861-73.6% |
| Participation rate | 54.5% | 76.6%-22.0pp | 72.1%-17.5pp | 82.4%-27.9pp |
| Annual return | 23.94% | 1013.37%-989.4pp | 1166.11%-1142.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,715 | $3,116-44.9% | $2,302-25.5% | $4,762-64.0% |
| Participant deferral / active EE | $164 | $4,236-96.1% | $3,336-95.1% | $5,850-97.2% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |