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 | $19,341 | $159,901-87.9% | $146,958-86.8% | $145,922-86.7% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 13.62% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,049 | $5,286-80.2% | $4,933-78.7% | $4,660-77.5% |
| Participant deferral / active EE | $2,512 | $8,428-70.2% | $8,070-68.9% | $6,688-62.4% |
| Admin fee / account holder | $277 | $15,044-98.2% | $12,998-97.9% | $13,397-97.9% |