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 | $46,149 | $179,726-74.3% | $156,263-70.5% | $142,382-67.6% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 16.56% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,592 | $5,069-68.6% | $4,333-63.3% | $4,299-63.0% |
| Participant deferral / active EE | $1,964 | $6,956-71.8% | $6,158-68.1% | $6,507-69.8% |
| Admin fee / account holder | $292 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |