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 | $33,313 | $106,584-68.7% | $101,326-67.1% | $142,382-76.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 24.30% | 36.93%-12.6pp | 36.82%-12.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,299 | $3,956-67.2% | $3,665-64.6% | $4,299-69.8% |
| Participant deferral / active EE | $1,948 | $8,297-76.5% | $7,994-75.6% | $6,507-70.1% |
| Admin fee / account holder | $68 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |