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 | $22,690 | $127,065-82.1% | $113,168-80.0% | $142,382-84.1% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 16.94% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $893 | $3,442-74.1% | $2,975-70.0% | $4,299-79.2% |
| Participant deferral / active EE | $1,322 | $5,716-76.9% | $5,107-74.1% | $6,507-79.7% |
| Admin fee / account holder | $218 | $15,736-98.6% | $12,068-98.2% | $12,624-98.3% |