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 | $50,130 | $150,440-66.7% | $136,294-63.2% | $147,584-66.0% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 39.88% | 1049.08%-1009.2pp | 5155.94%-5116.1pp | 578.55%-538.7pp |
| Employer contribution / active EE | $928 | $5,256-82.3% | $4,695-80.2% | $4,876-81.0% |
| Participant deferral / active EE | $760 | $6,630-88.5% | $6,247-87.8% | $5,439-86.0% |
| Admin fee / account holder | $273 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |