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 | $19,353 | $159,901-87.9% | $146,958-86.8% | $145,922-86.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.25% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,994 | $5,286-62.3% | $4,933-59.6% | $4,660-57.2% |
| Participant deferral / active EE | $2,493 | $8,428-70.4% | $8,070-69.1% | $6,688-62.7% |
| Admin fee / account holder | $148 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |