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 6-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 | $37,807 | $114,381-66.9% | $107,525-64.8% | $142,382-73.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 14.45% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $832 | $4,015-79.3% | $3,754-77.8% | $4,299-80.6% |
| Participant deferral / active EE | $1,387 | $5,564-75.1% | $5,116-72.9% | $6,507-78.7% |
| Admin fee / account holder | $261 | $9,860-97.4% | $8,919-97.1% | $12,624-97.9% |