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 5-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 | $26,062 | $51,175-49.1% | $70,515-63.0% | $75,163-65.3% |
| Participation rate | 5.2% | 60.9%-55.7pp | 68.3%-63.2pp | 67.2%-62.0pp |
| Annual return | 288.22% | 30.02%+258.2pp | 32.77%+255.5pp | 160.62%+127.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $333 | $2,849-88.3% | $4,567-92.7% | $4,125-91.9% |
| Admin fee / account holder | $103 | $4,091-97.5% | $6,412-98.4% | $5,651-98.2% |