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 | $28,825 | $176,947-83.7% | $65,493-56.0% | - |
| Participation rate | 5.1% | 61.8%-56.8pp | 73.1%-68.0pp | - |
| Annual return | 13.05% | 15.13%-2.1pp | 982.45%-969.4pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,574-100.0% | - |
| Participant deferral / active EE | $219 | $4,114-94.7% | $3,961-94.5% | - |
| Admin fee / account holder | $282 | $22,209-98.7% | $5,028-94.4% | - |