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 | $22,369 | $177,572-87.4% | $154,803-85.6% | $142,382-84.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 20.44% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $978 | $4,810-79.7% | $4,305-77.3% | $4,299-77.2% |
| Participant deferral / active EE | $979 | $6,272-84.4% | $5,540-82.3% | $6,507-85.0% |
| Admin fee / account holder | $242 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |