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 | $17,225 | $67,823-74.6% | $52,425-67.1% | $137,256-87.5% |
| Participation rate | 10.0% | 63.9%-53.9pp | 55.6%-45.6pp | 80.0%-70.0pp |
| Annual return | 22.11% | 219.11%-197.0pp | 302.12%-280.0pp | 220.34%-198.2pp |
| Employer contribution / active EE | $153 | $1,163-86.9% | $914-83.3% | $4,156-96.3% |
| Participant deferral / active EE | $153 | $2,288-93.3% | $1,790-91.5% | $6,407-97.6% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |