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 7-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 | $67,968 | $96,635-29.7% | $86,612-21.5% | $139,434-51.3% |
| Participation rate | 30.0% | 74.4%-44.4pp | 71.7%-41.7pp | 80.3%-50.3pp |
| Annual return | 30.09% | 106.41%-76.3pp | 591.07%-561.0pp | 372.94%-342.9pp |
| Employer contribution / active EE | $612 | $3,263-81.3% | $3,022-79.8% | $4,751-87.1% |
| Participant deferral / active EE | $700 | $4,836-85.5% | $4,438-84.2% | $6,710-89.6% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |