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 5-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 | $18,041 | $39,019-53.8% | $80,716-77.6% | $85,850-79.0% |
| Participation rate | 3.8% | 41.5%-37.7pp | 54.2%-50.3pp | 69.3%-65.5pp |
| Annual return | 17.94% | 26.27%-8.3pp | 87.28%-69.3pp | 318.53%-300.6pp |
| Employer contribution / active EE | $92 | $722-87.3% | $1,160-92.1% | $2,565-96.4% |
| Participant deferral / active EE | $115 | $1,326-91.3% | $2,146-94.6% | $3,952-97.1% |
| Admin fee / account holder | $63 | $2,431-97.4% | $3,380-98.1% | $6,260-99.0% |