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 | $3,645 | $67,823-94.6% | $52,425-93.0% | $137,256-97.3% |
| Participation rate | 13.3% | 63.9%-50.6pp | 55.6%-42.3pp | 80.0%-66.6pp |
| Annual return | 21.37% | 219.11%-197.7pp | 302.12%-280.7pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1 | $1,163-99.9% | $914-99.9% | $4,156-100.0% |
| Participant deferral / active EE | $2 | $2,288-99.9% | $1,790-99.9% | $6,407-100.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |