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 5-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 | $18,208 | $202,432-91.0% | $169,368-89.2% | $139,434-86.9% |
| Participation rate | 44.4% | 81.1%-36.6pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 26.02% | 531.74%-505.7pp | 405.60%-379.6pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,775 | $4,692-40.9% | $4,013-30.9% | $4,751-41.6% |
| Participant deferral / active EE | $307 | $6,938-95.6% | $6,221-95.1% | $6,710-95.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |