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 | $0 | $70,428-100.0% | $96,562-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 69.8%-69.8pp | 69.3%-69.3pp |
| Annual return | 147.69% | 18.59%+129.1pp | 37.78%+109.9pp | 318.53%-170.8pp |
| Employer contribution / active EE | $770 | $1,413-45.5% | $2,356-67.3% | $2,565-70.0% |
| Participant deferral / active EE | $259 | $2,894-91.0% | $3,849-93.3% | $3,952-93.4% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |