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 | $96,894 | $102,966-5.9% | $90,281+7.3% | $152,861-36.6% |
| Participation rate | 45.0% | 75.9%-30.9pp | 73.3%-28.3pp | 82.4%-37.4pp |
| Annual return | 743.94% | 95.16%+648.8pp | 78.10%+665.8pp | 345.32%+398.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $538 | $4,281-87.4% | $3,885-86.1% | $5,850-90.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |