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 | $24,369 | $127,065-80.8% | $113,168-78.5% | $142,382-82.9% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 28.66% | 24.03%+4.6pp | 24.27%+4.4pp | 217.08%-188.4pp |
| Employer contribution / active EE | $1,602 | $3,442-53.5% | $2,975-46.2% | $4,299-62.7% |
| Participant deferral / active EE | $1,655 | $5,716-71.0% | $5,107-67.6% | $6,507-74.6% |
| Admin fee / account holder | $269 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |