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 | $33,870 | $209,336-83.8% | $197,124-82.8% | $137,256-75.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 17.81% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,171 | $6,591-67.1% | $6,227-65.1% | $4,156-47.8% |
| Participant deferral / active EE | $2,714 | $9,614-71.8% | $9,135-70.3% | $6,407-57.6% |
| Admin fee / account holder | $147 | $17,308-99.2% | $16,298-99.1% | $12,270-98.8% |