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 6-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 | $64,956 | $100,773-35.5% | $88,946-27.0% | $142,382-54.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 27.62% | 70.18%-42.6pp | 57.82%-30.2pp | 217.08%-189.5pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $183 | $5,230-96.5% | $4,581-96.0% | $6,507-97.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |