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 | $24,523 | $154,117-84.1% | $129,995-81.1% | $139,434-82.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 14.52% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,905 | $5,289-64.0% | $4,320-55.9% | $4,751-59.9% |
| Participant deferral / active EE | $1,905 | $6,710-71.6% | $5,820-67.3% | $6,710-71.6% |
| Admin fee / account holder | $254 | $14,007-98.2% | $10,614-97.6% | $11,403-97.8% |