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 | $47,311 | $172,111-72.5% | $150,298-68.5% | $137,256-65.5% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 283.15% | 69.37%+213.8pp | 62.79%+220.4pp | 220.34%+62.8pp |
| Employer contribution / active EE | $931 | $4,636-79.9% | $4,154-77.6% | $4,156-77.6% |
| Participant deferral / active EE | $1,225 | $6,166-80.1% | $5,453-77.5% | $6,407-80.9% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |