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 | $4,052 | $31,310-87.1% | $53,898-92.5% | $74,304-94.5% |
| Participation rate | 2.9% | 30.7%-27.8pp | 55.0%-52.1pp | 60.3%-57.5pp |
| Annual return | 18.87% | 23.16%-4.3pp | 528.60%-509.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $59 | $934-93.6% | $1,826-96.7% | $3,767-98.4% |
| Admin fee / account holder | $20 | $2,175-99.1% | $2,491-99.2% | $2,969-99.3% |