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 | $56,630 | $117,983-52.0% | $101,794-44.4% | $142,382-60.2% |
| Participation rate | 5.6% | 74.2%-68.7pp | 69.2%-63.6pp | 80.1%-74.6pp |
| Annual return | 19.62% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,031 | $2,773-62.8% | $2,289-54.9% | $4,299-76.0% |
| Participant deferral / active EE | $556 | $4,714-88.2% | $4,084-86.4% | $6,507-91.5% |
| Admin fee / account holder | $212 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |