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 | $1,735 | $30,400-94.3% | $53,898-96.8% | $84,808-98.0% |
| Participation rate | 1.8% | 46.4%-44.6pp | 55.0%-53.1pp | 68.3%-66.5pp |
| Annual return | 25.00% | 500.19%-475.2pp | 528.60%-503.6pp | 40.90%-15.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7 | $1,199-99.4% | $1,826-99.6% | $4,212-99.8% |
| Admin fee / account holder | $6 | $1,993-99.7% | $2,491-99.8% | $7,344-99.9% |