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 6-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 | $17,626 | $37,426-52.9% | $77,482-77.3% | $79,858-77.9% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $211 | $637-66.9% | $986-78.6% | $2,471-91.5% |
| Participant deferral / active EE | $314 | $1,260-75.1% | $1,861-83.1% | $3,740-91.6% |
| Admin fee / account holder | $34 | $2,504-98.6% | $2,858-98.8% | $5,306-99.4% |