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 | $111,535-83.7% | $105,223-82.8% | $137,256-86.8% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 24.08% | 237.85%-213.8pp | 180.65%-156.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,071 | $3,939-72.8% | $3,689-71.0% | $4,156-74.2% |
| Participant deferral / active EE | $1,338 | $5,500-75.7% | $5,072-73.6% | $6,407-79.1% |
| Admin fee / account holder | $28 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |