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 | $5,463 | $76,785-92.9% | $56,441-90.3% | $145,959-96.3% |
| Participation rate | 5.0% | 63.2%-58.2pp | 52.5%-47.5pp | 80.3%-75.3pp |
| Annual return | 13.67% | 3000.51%-2986.8pp | 1704.21%-1690.5pp | 561.95%-548.3pp |
| Employer contribution / active EE | $60 | $1,381-95.7% | $1,039-94.2% | $4,661-98.7% |
| Participant deferral / active EE | $130 | $2,624-95.0% | $1,953-93.3% | $6,689-98.1% |
| Admin fee / account holder | $55 | $3,334-98.4% | $2,829-98.1% | $13,398-99.6% |