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 | $4,555 | $30,400-85.0% | $53,898-91.5% | $84,808-94.6% |
| Participation rate | 22.4% | 46.4%-24.1pp | 55.0%-32.6pp | 68.3%-45.9pp |
| Annual return | 22.24% | 500.19%-477.9pp | 528.60%-506.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $107 | $603-82.2% | $932-88.5% | $2,631-95.9% |
| Participant deferral / active EE | $237 | $1,199-80.2% | $1,826-87.0% | $4,212-94.4% |
| Admin fee / account holder | $93 | $1,993-95.4% | $2,491-96.3% | $7,344-98.7% |