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 8-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 | $21,991 | $102,616-78.6% | $81,983-73.2% | $158,922-86.2% |
| Participation rate | 52.4% | 75.5%-23.1pp | 69.2%-16.9pp | 82.0%-29.6pp |
| Annual return | 1986.98% | 61.04%+1925.9pp | 41.31%+1945.7pp | 302.83%+1684.2pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $805 | $4,648-82.7% | $3,722-78.4% | $5,982-86.5% |
| Admin fee / account holder | $29 | $8,235-99.6% | $5,664-99.5% | $11,246-99.7% |