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 | $31,407 | $214,378-85.3% | $200,582-84.3% | $142,382-77.9% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 18.41% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,971 | $6,841-71.2% | $6,419-69.3% | $4,299-54.1% |
| Participant deferral / active EE | $2,823 | $9,865-71.4% | $9,331-69.8% | $6,507-56.6% |
| Admin fee / account holder | $196 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |