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 3-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 | $61,738 | $158,398-61.0% | $126,539-51.2% | $142,382-56.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 98.56% | 593.76%-495.2pp | 425.95%-327.4pp | 217.08%-118.5pp |
| Employer contribution / active EE | $312 | $4,650-93.3% | $3,674-91.5% | $4,299-92.7% |
| Participant deferral / active EE | $355 | $4,767-92.5% | $4,083-91.3% | $6,507-94.5% |
| Admin fee / account holder | $74 | $6,918-98.9% | $6,065-98.8% | $12,624-99.4% |