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 5-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 | $29,480 | $89,753-67.2% | $107,525-72.6% | $84,808-65.2% |
| Participation rate | 30.6% | 68.1%-37.5pp | 75.1%-44.5pp | 68.3%-37.8pp |
| Annual return | 22.22% | 29.48%-7.3pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,125 | $3,113-63.9% | $3,754-70.0% | $2,631-57.2% |
| Participant deferral / active EE | $1,529 | $4,056-62.3% | $5,116-70.1% | $4,212-63.7% |
| Admin fee / account holder | $19 | $7,222-99.7% | $8,919-99.8% | $7,344-99.7% |