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 | $6,711 | $70,606-90.5% | $53,898-87.5% | $142,382-95.3% |
| Participation rate | 8.3% | 63.7%-55.4pp | 55.0%-46.6pp | 80.1%-71.8pp |
| Annual return | 25.41% | 619.81%-594.4pp | 528.60%-503.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $134 | $2,364-94.3% | $1,826-92.7% | $6,507-97.9% |
| Admin fee / account holder | $23 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |