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 | $18,440 | $114,381-83.9% | $107,525-82.9% | $142,382-87.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 21.35% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,045 | $4,015-74.0% | $3,754-72.2% | $4,299-75.7% |
| Participant deferral / active EE | $1,292 | $5,564-76.8% | $5,116-74.7% | $6,507-80.1% |
| Admin fee / account holder | $80 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |