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 5-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 | $20,774 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.1%-32.6pp | 80.1%-34.7pp |
| Annual return | 17.35% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,091 | $4,810-77.3% | $4,305-74.7% | $4,299-74.6% |
| Participant deferral / active EE | $1,299 | $6,272-79.3% | $5,540-76.6% | $6,507-80.0% |
| Admin fee / account holder | $161 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |