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 3-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 | $10,634 | $70,756-85.0% | $65,493-83.8% | $142,382-92.5% |
| Participation rate | 61.5% | 77.4%-15.8pp | 73.1%-11.6pp | 80.1%-18.6pp |
| Annual return | 32.69% | 1754.89%-1722.2pp | 982.45%-949.8pp | 217.08%-184.4pp |
| Employer contribution / active EE | $2,623 | $2,881-8.9% | $2,574+1.9% | $4,299-39.0% |
| Participant deferral / active EE | $390 | $4,637-91.6% | $3,961-90.1% | $6,507-94.0% |
| Admin fee / account holder | $288 | $6,559-95.6% | $5,028-94.3% | $12,624-97.7% |