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 | $3,976 | $70,606-94.4% | $53,898-92.6% | $142,382-97.2% |
| Participation rate | 54.5% | 63.7%-9.2pp | 55.0%-0.4pp | 80.1%-25.6pp |
| Annual return | 15.30% | 619.81%-604.5pp | 528.60%-513.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $67 | $1,202-94.4% | $932-92.8% | $4,299-98.4% |
| Participant deferral / active EE | $67 | $2,364-97.2% | $1,826-96.3% | $6,507-99.0% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |