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 | $28,759 | $150,440-80.9% | $136,294-78.9% | $147,584-80.5% |
| Participation rate | 42.1% | 84.4%-42.3pp | 81.9%-39.8pp | 82.8%-40.7pp |
| Annual return | 21.83% | 1049.08%-1027.3pp | 5155.94%-5134.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,187 | $5,256-77.4% | $4,695-74.7% | $4,876-75.7% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |