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 | $28,083 | $72,177-61.1% | $115,037-75.6% | $59,632-52.9% |
| Participation rate | 24.2% | 72.6%-48.4pp | 81.4%-57.2pp | 68.7%-44.5pp |
| Annual return | 2.31% | 12.02%-9.7pp | 26.14%-23.8pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $609 | $4,783-87.3% | $6,026-89.9% | $3,192-80.9% |
| Admin fee / account holder | $153 | $4,927-96.9% | $8,175-98.1% | $4,297-96.4% |