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 4-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 | $40,564 | $214,378-81.1% | $200,582-79.8% | $142,382-71.5% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 19.42% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,492 | $6,841-78.2% | $6,419-76.8% | $4,299-65.3% |
| Participant deferral / active EE | $1,492 | $9,865-84.9% | $9,331-84.0% | $6,507-77.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |