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 | $16,531 | $100,773-83.6% | $88,946-81.4% | $142,382-88.4% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 18.35% | 70.18%-51.8pp | 57.82%-39.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $505 | $2,918-82.7% | $2,555-80.2% | $4,299-88.3% |
| Participant deferral / active EE | $505 | $5,230-90.3% | $4,581-89.0% | $6,507-92.2% |
| Admin fee / account holder | $288 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |