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 10-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 | $31,319 | $48,795-35.8% | $65,493-52.2% | $84,808-63.1% |
| Participation rate | 3.6% | 67.0%-63.4pp | 73.1%-69.5pp | 68.3%-64.7pp |
| Annual return | 17.37% | 20.20%-2.8pp | 982.45%-965.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $116 | $2,928-96.0% | $3,961-97.1% | $4,212-97.2% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |