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 | $19,657 | $159,901-87.7% | $146,958-86.6% | $145,922-86.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.32% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,059 | $5,286-80.0% | $4,933-78.5% | $4,660-77.3% |
| Participant deferral / active EE | $2,053 | $8,428-75.6% | $8,070-74.6% | $6,688-69.3% |
| Admin fee / account holder | $108 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |