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 7-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 | $45,520 | $108,172-57.9% | $77,482-41.3% | $158,922-71.4% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 7.36% | 31.67%-24.3pp | 54.79%-47.4pp | 302.83%-295.5pp |
| Employer contribution / active EE | $7 | $1,325-99.5% | $986-99.3% | $4,761-99.9% |
| Participant deferral / active EE | $14 | $2,456-99.4% | $1,861-99.2% | $5,982-99.8% |
| Admin fee / account holder | $197 | $3,708-94.7% | $2,858-93.1% | $11,246-98.2% |