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 | $4,109 | $76,785-94.6% | $56,441-92.7% | $145,959-97.2% |
| Participation rate | 5.6% | 63.2%-57.7pp | 52.5%-46.9pp | 80.3%-74.7pp |
| Annual return | 14.89% | 3000.51%-2985.6pp | 1704.21%-1689.3pp | 561.95%-547.1pp |
| Employer contribution / active EE | $42 | $1,381-97.0% | $1,039-96.0% | $4,661-99.1% |
| Participant deferral / active EE | $42 | $2,624-98.4% | $1,953-97.9% | $6,689-99.4% |
| Admin fee / account holder | $12 | $3,334-99.6% | $2,829-99.6% | $13,398-99.9% |