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 | $4,918 | $29,319-83.2% | $52,425-90.6% | $82,448-94.0% |
| Participation rate | 6.1% | 46.9%-40.8pp | 55.6%-49.6pp | 68.1%-62.0pp |
| Annual return | 21.00% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $96 | $1,171-91.8% | $1,790-94.6% | $4,139-97.7% |
| Admin fee / account holder | $68 | $1,962-96.6% | $2,495-97.3% | $7,234-99.1% |