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 | $19,695 | $117,841-83.3% | $102,423-80.8% | $145,922-86.5% |
| Participation rate | 47.6% | 78.6%-31.0pp | 76.5%-28.9pp | 80.3%-32.7pp |
| Annual return | 9.32% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $666 | $5,731-88.4% | $5,053-86.8% | $6,688-90.0% |
| Admin fee / account holder | $137 | $13,326-99.0% | $9,451-98.5% | $13,397-99.0% |