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 5-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 | $33,363 | $88,672-62.4% | $105,223-68.3% | $82,448-59.5% |
| Participation rate | 25.6% | 67.9%-42.3pp | 75.0%-49.5pp | 68.1%-42.5pp |
| Annual return | 25.92% | 30.86%-4.9pp | 180.65%-154.7pp | 41.64%-15.7pp |
| Employer contribution / active EE | $1,059 | $3,048-65.2% | $3,689-71.3% | $2,551-58.5% |
| Participant deferral / active EE | $1,308 | $4,036-67.6% | $5,072-74.2% | $4,139-68.4% |
| Admin fee / account holder | $223 | $7,146-96.9% | $8,859-97.5% | $7,234-96.9% |