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 5-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 | $62,760 | $106,543-41.1% | $91,220-31.2% | $134,475-53.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | 0.77% | 160.60%-159.8pp | 114.01%-113.2pp | 417.96%-417.2pp |
| Employer contribution / active EE | $20,638 | $3,331+519.7% | $2,850+624.1% | $4,740+335.4% |
| Participant deferral / active EE | $483 | $4,719-89.8% | $4,234-88.6% | $6,400-92.5% |
| Admin fee / account holder | $131 | $6,231-97.9% | $5,420-97.6% | $11,426-98.9% |