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 | $68,097-70.4% | $62,929-68.0% | $137,256-85.3% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 21.06% | 1859.11%-1838.1pp | 1063.93%-1042.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $366 | $2,811-87.0% | $2,505-85.4% | $4,156-91.2% |
| Participant deferral / active EE | $627 | $4,553-86.2% | $3,888-83.9% | $6,407-90.2% |
| Admin fee / account holder | $134 | $6,521-97.9% | $5,065-97.4% | $12,270-98.9% |