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 | $25,940 | $159,602-83.7% | $150,045-82.7% | $142,382-81.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 20.38% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,029 | $4,961-79.2% | $4,693-78.1% | $4,299-76.1% |
| Participant deferral / active EE | $1,287 | $8,310-84.5% | $7,997-83.9% | $6,507-80.2% |
| Admin fee / account holder | $216 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |