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 4-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 | $2,076 | $30,400-93.2% | $53,898-96.1% | $84,808-97.6% |
| Participation rate | 26.7% | 46.4%-19.8pp | 55.0%-28.3pp | 68.3%-41.6pp |
| Annual return | 24.65% | 500.19%-475.5pp | 528.60%-504.0pp | 40.90%-16.2pp |
| Employer contribution / active EE | $118 | $603-80.5% | $932-87.4% | $2,631-95.5% |
| Participant deferral / active EE | $202 | $1,199-83.2% | $1,826-88.9% | $4,212-95.2% |
| Admin fee / account holder | $70 | $1,993-96.5% | $2,491-97.2% | $7,344-99.0% |