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 8-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 | $14,518 | $107,934-86.5% | $91,989-84.2% | $152,861-90.5% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.4%-82.4pp |
| Annual return | 27.80% | 89.24%-61.4pp | 69.02%-41.2pp | 345.32%-317.5pp |
| Employer contribution / active EE | $743 | $4,210-82.4% | $3,452-78.5% | $4,762-84.4% |
| Participant deferral / active EE | $743 | $6,364-88.3% | $5,923-87.5% | $5,850-87.3% |
| Admin fee / account holder | $31 | $10,520-99.7% | $7,743-99.6% | $11,596-99.7% |