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 8-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 | $32,420 | $167,307-80.6% | $143,757-77.4% | $134,475-75.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 64.93% | 0.46%+64.5pp | -0.04%+65.0pp | 417.96%-353.0pp |
| Employer contribution / active EE | $8,248 | $5,619+46.8% | $4,951+66.6% | $4,740+74.0% |
| Participant deferral / active EE | $1,620 | $6,446-74.9% | $5,637-71.3% | $6,400-74.7% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |