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 | $30,814 | $183,519-83.2% | $155,509-80.2% | $145,922-78.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 27.79% | 61.17%-33.4pp | 64.67%-36.9pp | 561.29%-533.5pp |
| Employer contribution / active EE | $2,552 | $5,313-52.0% | $4,672-45.4% | $4,660-45.2% |
| Participant deferral / active EE | $815 | $6,462-87.4% | $5,626-85.5% | $6,688-87.8% |
| Admin fee / account holder | $201 | $19,313-99.0% | $15,912-98.7% | $13,397-98.5% |