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 | $9,848 | $74,888-86.8% | $71,209-86.2% | $142,382-93.1% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.1%-57.9pp |
| Annual return | 29.28% | 345.14%-315.9pp | 282.51%-253.2pp | 217.08%-187.8pp |
| Employer contribution / active EE | $423 | $2,854-85.2% | $2,721-84.5% | $4,299-90.2% |
| Participant deferral / active EE | $561 | $4,454-87.4% | $4,175-86.6% | $6,507-91.4% |
| Admin fee / account holder | $46 | $5,568-99.2% | $5,349-99.1% | $12,624-99.6% |