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 | $20,128 | $70,756-71.6% | $65,493-69.3% | $142,382-85.9% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.1%-55.1pp |
| Annual return | 21.06% | 1754.89%-1733.8pp | 982.45%-961.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $366 | $2,881-87.3% | $2,574-85.8% | $4,299-91.5% |
| Participant deferral / active EE | $627 | $4,637-86.5% | $3,961-84.2% | $6,507-90.4% |
| Admin fee / account holder | $134 | $6,559-98.0% | $5,028-97.3% | $12,624-98.9% |