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 | $15,679 | $90,397-82.7% | $76,002-79.4% | $145,959-89.3% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 12.16% | 621.97%-609.8pp | 360.07%-347.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $800 | $3,317-75.9% | $2,688-70.2% | $4,661-82.8% |
| Participant deferral / active EE | $885 | $5,163-82.9% | $4,257-79.2% | $6,689-86.8% |
| Admin fee / account holder | $51 | $8,369-99.4% | $6,414-99.2% | $13,398-99.6% |