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 | $1,962 | $70,606-97.2% | $53,898-96.4% | $142,382-98.6% |
| Participation rate | 10.0% | 63.7%-53.7pp | 55.0%-45.0pp | 80.1%-70.1pp |
| Annual return | 19.27% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $50 | $1,202-95.8% | $932-94.6% | $4,299-98.8% |
| Participant deferral / active EE | $93 | $2,364-96.1% | $1,826-94.9% | $6,507-98.6% |
| Admin fee / account holder | $14 | $2,852-99.5% | $2,491-99.4% | $12,624-99.9% |