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 | $35,090 | $104,974-66.6% | $95,585-63.3% | $142,382-75.4% |
| Participation rate | 9.1% | 75.0%-65.9pp | 72.1%-63.0pp | 80.1%-71.0pp |
| Annual return | 24.41% | 210.33%-185.9pp | 38.56%-14.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $331 | $2,779-88.1% | $2,527-86.9% | $4,299-92.3% |
| Participant deferral / active EE | $497 | $4,352-88.6% | $4,023-87.6% | $6,507-92.4% |
| Admin fee / account holder | $192 | $6,386-97.0% | $6,127-96.9% | $12,624-98.5% |