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 | $26,589 | $163,101-83.7% | $136,749-80.6% | $142,382-81.3% |
| Participation rate | 18.2% | 78.2%-60.0pp | 72.1%-54.0pp | 80.1%-61.9pp |
| Annual return | 16.19% | 27.54%-11.3pp | 24.33%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $769 | $4,117-81.3% | $3,400-77.4% | $4,299-82.1% |
| Participant deferral / active EE | $695 | $5,585-87.6% | $4,692-85.2% | $6,507-89.3% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |