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 3-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 | $18,130 | $114,381-84.1% | $107,525-83.1% | $142,382-87.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 24.08% | 242.71%-218.6pp | 181.32%-157.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,071 | $4,015-73.3% | $3,754-71.5% | $4,299-75.1% |
| Participant deferral / active EE | $1,338 | $5,564-75.9% | $5,116-73.8% | $6,507-79.4% |
| Admin fee / account holder | $28 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |