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 | $20,992 | $114,381-81.6% | $107,525-80.5% | $142,382-85.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 13.88% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,006 | $4,015-74.9% | $3,754-73.2% | $4,299-76.6% |
| Participant deferral / active EE | $1,006 | $5,564-81.9% | $5,116-80.3% | $6,507-84.5% |
| Admin fee / account holder | $134 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |