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 | $34,564 | $210,698-83.6% | $178,014-80.6% | $145,959-76.3% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 12.45% | 386.27%-373.8pp | 294.80%-282.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $788 | $4,567-82.8% | $3,950-80.1% | $4,661-83.1% |
| Participant deferral / active EE | $983 | $6,958-85.9% | $6,276-84.3% | $6,689-85.3% |
| Admin fee / account holder | $231 | $12,016-98.1% | $10,362-97.8% | $13,398-98.3% |