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 | $20,390 | $126,519-83.9% | $106,201-80.8% | $145,959-86.0% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | 10.69% | 225.10%-214.4pp | 116.26%-105.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,137 | $3,726-69.5% | $3,170-64.1% | $4,661-75.6% |
| Participant deferral / active EE | $1,582 | $5,716-72.3% | $5,012-68.4% | $6,689-76.3% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |