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 | $34,736 | $89,753-61.3% | $107,525-67.7% | $84,808-59.0% |
| Participation rate | 28.2% | 68.1%-39.9pp | 75.1%-46.9pp | 68.3%-40.1pp |
| Annual return | 20.04% | 29.48%-9.4pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,015 | $3,113-67.4% | $3,754-72.9% | $2,631-61.4% |
| Participant deferral / active EE | $1,397 | $4,056-65.6% | $5,116-72.7% | $4,212-66.8% |
| Admin fee / account holder | $18 | $7,222-99.7% | $8,919-99.8% | $7,344-99.8% |