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 | $199,938 | $154,228+29.6% | $145,433+37.5% | $137,256+45.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 19.09% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,592 | $4,804-66.9% | $4,554-65.0% | $4,156-61.7% |
| Participant deferral / active EE | $1,996 | $8,216-75.7% | $7,897-74.7% | $6,407-68.8% |
| Admin fee / account holder | $218 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |