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 | $8,273 | $70,606-88.3% | $53,898-84.7% | $142,382-94.2% |
| Participation rate | 4.2% | 63.7%-59.5pp | 55.0%-50.8pp | 80.1%-76.0pp |
| Annual return | 11.49% | 619.81%-608.3pp | 528.60%-517.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $61 | $1,202-94.9% | $932-93.4% | $4,299-98.6% |
| Participant deferral / active EE | $79 | $2,364-96.7% | $1,826-95.7% | $6,507-98.8% |
| Admin fee / account holder | $165 | $2,852-94.2% | $2,491-93.4% | $12,624-98.7% |