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 | $29,319-84.5% | $52,425-91.3% | $82,448-94.5% |
| Participation rate | 22.4% | 46.9%-24.5pp | 55.6%-33.2pp | 68.1%-45.7pp |
| Annual return | 22.24% | 535.20%-513.0pp | 302.12%-279.9pp | 41.64%-19.4pp |
| Employer contribution / active EE | $107 | $586-81.7% | $914-88.3% | $2,551-95.8% |
| Participant deferral / active EE | $237 | $1,171-79.8% | $1,790-86.8% | $4,139-94.3% |
| Admin fee / account holder | $93 | $1,962-95.3% | $2,495-96.3% | $7,234-98.7% |