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 3-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 | $93,571-100.0% | $135,903-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 58.66% | 30.90%+27.8pp | 68.23%-9.6pp | 160.62%-102.0pp |
| Employer contribution / active EE | $1,619 | $3,537-54.2% | $4,856-66.7% | $2,670-39.3% |
| Participant deferral / active EE | $2,094 | $6,404-67.3% | $7,758-73.0% | $4,125-49.2% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |