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 | $38,616 | $210,698-81.7% | $178,014-78.3% | $145,959-73.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.98% | 386.27%-374.3pp | 294.80%-282.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $4,215 | $4,567-7.7% | $3,950+6.7% | $4,661-9.6% |
| Participant deferral / active EE | $257 | $6,958-96.3% | $6,276-95.9% | $6,689-96.2% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |