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 | $25,693 | $159,602-83.9% | $150,045-82.9% | $142,382-82.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 20.15% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,884 | $4,961-62.0% | $4,693-59.9% | $4,299-56.2% |
| Participant deferral / active EE | $1,884 | $8,310-77.3% | $7,997-76.4% | $6,507-71.0% |
| Admin fee / account holder | $155 | $14,846-99.0% | $13,435-98.8% | $12,624-98.8% |