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 | $19,433 | $110,257-82.4% | $96,544-79.9% | $139,434-86.1% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 26.10% | 26.32%-0.2pp | 25.84%+0.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,109 | $3,620-69.4% | $2,965-62.6% | $4,751-76.6% |
| Participant deferral / active EE | $1,109 | $5,548-80.0% | $4,851-77.1% | $6,710-83.5% |
| Admin fee / account holder | $115 | $11,591-99.0% | $8,252-98.6% | $11,403-99.0% |