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 | $3,628 | $30,400-88.1% | $53,898-93.3% | $84,808-95.7% |
| Participation rate | 2.4% | 46.4%-44.0pp | 55.0%-52.5pp | 68.3%-65.9pp |
| Annual return | 20.69% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $25 | $1,199-97.9% | $1,826-98.6% | $4,212-99.4% |
| Admin fee / account holder | $13 | $1,993-99.3% | $2,491-99.5% | $7,344-99.8% |