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 4-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 | $28,288 | $201,272-85.9% | $184,203-84.6% | $145,922-80.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-46.9pp |
| Annual return | 16.17% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,662 | $7,022-76.3% | $6,427-74.1% | $4,660-64.3% |
| Participant deferral / active EE | $1,662 | $9,806-83.1% | $9,131-81.8% | $6,688-75.1% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |