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 | $3,002 | $27,915-89.2% | $58,482-94.9% | $75,163-96.0% |
| Participation rate | 4.8% | 38.8%-34.1pp | 50.9%-46.1pp | 67.2%-62.4pp |
| Annual return | 58.74% | 44.20%+14.5pp | 4239.32%-4180.6pp | 160.62%-101.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $104 | $1,201-91.4% | $1,924-94.6% | $4,125-97.5% |
| Admin fee / account holder | $8 | $1,726-99.6% | $2,516-99.7% | $5,651-99.9% |