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 6-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 | $18,917 | $154,228-87.7% | $145,433-87.0% | $137,256-86.2% |
| Participation rate | 58.8% | 83.8%-25.0pp | 82.1%-23.3pp | 80.0%-21.1pp |
| Annual return | 18.19% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $966 | $4,804-79.9% | $4,554-78.8% | $4,156-76.7% |
| Participant deferral / active EE | $2,302 | $8,216-72.0% | $7,897-70.9% | $6,407-64.1% |
| Admin fee / account holder | $29 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |