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 | $88,672-60.8% | $105,223-67.0% | $82,448-57.9% |
| Participation rate | 28.2% | 67.9%-39.7pp | 75.0%-46.8pp | 68.1%-39.9pp |
| Annual return | 20.04% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,015 | $3,048-66.7% | $3,689-72.5% | $2,551-60.2% |
| Participant deferral / active EE | $1,397 | $4,036-65.4% | $5,072-72.5% | $4,139-66.2% |
| Admin fee / account holder | $18 | $7,146-99.7% | $8,859-99.8% | $7,234-99.7% |