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 8-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 | $23,959 | $124,185-80.7% | $108,410-77.9% | $167,490-85.7% |
| Participation rate | 35.7% | 82.3%-46.6pp | 80.1%-44.4pp | 82.1%-46.4pp |
| Annual return | 19.61% | 1379.64%-1360.0pp | 905.27%-885.7pp | 478.56%-458.9pp |
| Employer contribution / active EE | $555 | $4,187-86.7% | $3,558-84.4% | $4,837-88.5% |
| Participant deferral / active EE | $638 | $6,908-90.8% | $6,563-90.3% | $6,341-89.9% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |