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 | $37,933 | $58,879-35.6% | $178,490-78.7% | $73,488-48.4% |
| Participation rate | 14.7% | 66.2%-51.5pp | 81.9%-67.2pp | 70.7%-56.0pp |
| Annual return | 609.68% | 24.86%+584.8pp | 151.07%+458.6pp | 28.51%+581.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $651 | $2,567-74.6% | $5,202-87.5% | $3,740-82.6% |
| Admin fee / account holder | $157 | $400-60.9% | $13,984-98.9% | $513-69.5% |