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 4-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 | $26,221 | $96,635-72.9% | $86,612-69.7% | $139,434-81.2% |
| Participation rate | 15.8% | 74.4%-58.6pp | 71.7%-55.9pp | 80.3%-64.5pp |
| Annual return | 16.76% | 106.41%-89.7pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $487 | $3,263-85.1% | $3,022-83.9% | $4,751-89.7% |
| Participant deferral / active EE | $536 | $4,836-88.9% | $4,438-87.9% | $6,710-92.0% |
| Admin fee / account holder | $98 | $6,408-98.5% | $5,614-98.3% | $11,403-99.1% |