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 6-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 | $138,820 | $172,111-19.3% | $150,298-7.6% | $137,256+1.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.06% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,574 | $4,636-66.1% | $4,154-62.1% | $4,156-62.1% |
| Participant deferral / active EE | $1,020 | $6,166-83.5% | $5,453-81.3% | $6,407-84.1% |
| Admin fee / account holder | $127 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |