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 | $26,654 | $166,020-83.9% | $164,866-83.8% | $145,959-81.7% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.6pp |
| Annual return | 12.43% | 100.08%-87.6pp | 69.97%-57.5pp | 561.95%-549.5pp |
| Employer contribution / active EE | $5,341 | $5,275+1.3% | $4,343+23.0% | $4,661+14.6% |
| Participant deferral / active EE | $31 | $6,961-99.6% | $6,033-99.5% | $6,689-99.5% |
| Admin fee / account holder | $184 | $16,644-98.9% | $12,689-98.6% | $13,398-98.6% |