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 | $14,488 | $172,111-91.6% | $150,298-90.4% | $137,256-89.4% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 24.00% | 69.37%-45.4pp | 62.79%-38.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $972 | $4,636-79.0% | $4,154-76.6% | $4,156-76.6% |
| Participant deferral / active EE | $1,550 | $6,166-74.9% | $5,453-71.6% | $6,407-75.8% |
| Admin fee / account holder | $38 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |