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 | $17,031 | $183,592-90.7% | $155,567-89.1% | $145,959-88.3% |
| Participation rate | 52.6% | 82.7%-30.0pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 10.30% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,129 | $5,315-78.8% | $4,674-75.8% | $4,661-75.8% |
| Participant deferral / active EE | $1,265 | $6,464-80.4% | $5,628-77.5% | $6,689-81.1% |
| Admin fee / account holder | $116 | $19,318-99.4% | $15,916-99.3% | $13,398-99.1% |