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 | $18,363 | $159,602-88.5% | $150,045-87.8% | $142,382-87.1% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.3%-43.9pp | 80.1%-41.7pp |
| Annual return | 17.86% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,377 | $4,961-72.2% | $4,693-70.7% | $4,299-68.0% |
| Participant deferral / active EE | $1,430 | $8,310-82.8% | $7,997-82.1% | $6,507-78.0% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |