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 | $52,547 | $121,341-56.7% | $189,513-72.3% | $79,386-33.8% |
| Participation rate | 22.1% | 86.1%-64.0pp | 87.8%-65.7pp | 70.7%-48.6pp |
| Annual return | 124.88% | 21.08%+103.8pp | 555.15%-430.3pp | 116.85%+8.0pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $478 | $6,395-92.5% | $8,221-94.2% | $4,046-88.2% |
| Admin fee / account holder | $239 | $651-63.3% | $12,045-98.0% | $626-61.9% |