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 | $33,595 | $84,402-60.2% | $61,373-45.3% | $134,475-75.0% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | 81.51% | 584.55%-503.0pp | 338.61%-257.1pp | 417.96%-336.5pp |
| Employer contribution / active EE | $50 | $1,544-96.7% | $1,159-95.7% | $4,740-98.9% |
| Participant deferral / active EE | $65 | $2,819-97.7% | $2,125-96.9% | $6,400-99.0% |
| Admin fee / account holder | $42 | $2,585-98.4% | $2,130-98.1% | $11,426-99.6% |