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 | $24,690 | $127,065-80.6% | $113,168-78.2% | $142,382-82.7% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 15.12% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,049 | $3,442-69.5% | $2,975-64.7% | $4,299-75.6% |
| Participant deferral / active EE | $1,799 | $5,716-68.5% | $5,107-64.8% | $6,507-72.4% |
| Admin fee / account holder | $98 | $15,736-99.4% | $12,068-99.2% | $12,624-99.2% |