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 | $22,602 | $87,540-74.2% | $75,781-70.2% | $125,391-82.0% |
| Participation rate | 25.0% | 80.2%-55.2pp | 75.8%-50.8pp | 83.2%-58.2pp |
| Annual return | 1691.57% | 13.48%+1678.1pp | 9.68%+1681.9pp | 282.22%+1409.3pp |
| Employer contribution / active EE | $528 | $3,930-86.6% | $3,323-84.1% | $4,866-89.1% |
| Participant deferral / active EE | $578 | $4,229-86.3% | $3,651-84.2% | $5,352-89.2% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |