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 | $25,642 | $126,574-79.7% | $106,213-75.9% | $145,922-82.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 18.90% | 224.79%-205.9pp | 116.14%-97.2pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,198 | $3,730-67.9% | $3,171-62.2% | $4,660-74.3% |
| Participant deferral / active EE | $1,198 | $5,724-79.1% | $5,016-76.1% | $6,688-82.1% |
| Admin fee / account holder | $23 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |