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 | $27,200 | $68,346-60.2% | $94,646-71.3% | $75,163-63.8% |
| Participation rate | 44.4% | 76.1%-31.7pp | 80.8%-36.4pp | 67.2%-22.7pp |
| Annual return | 38.25% | 616.93%-578.7pp | 156.71%-118.5pp | 160.62%-122.4pp |
| Employer contribution / active EE | $1,615 | $2,701-40.2% | $3,672-56.0% | $2,670-39.5% |
| Participant deferral / active EE | $2,265 | $6,537-65.3% | $7,418-69.5% | $4,125-45.1% |
| Admin fee / account holder | $237 | $5,326-95.5% | $7,231-96.7% | $5,651-95.8% |