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 | $3,536 | $74,888-95.3% | $71,209-95.0% | $142,382-97.5% |
| Participation rate | 6.3% | 76.2%-70.0pp | 73.8%-67.5pp | 80.1%-73.9pp |
| Annual return | 20.31% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $118 | $4,454-97.3% | $4,175-97.2% | $6,507-98.2% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |