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 | $14,561 | $109,982-86.8% | $97,226-85.0% | $145,922-90.0% |
| Participation rate | 28.6% | 75.9%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 17.82% | 242.90%-225.1pp | 75.13%-57.3pp | 561.29%-543.5pp |
| Employer contribution / active EE | $515 | $3,084-83.3% | $2,729-81.1% | $4,660-88.9% |
| Participant deferral / active EE | $664 | $4,676-85.8% | $4,264-84.4% | $6,688-90.1% |
| Admin fee / account holder | $116 | $6,221-98.1% | $5,654-98.0% | $13,397-99.1% |