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 5-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 | $2,722 | $29,319-90.7% | $52,425-94.8% | $82,448-96.7% |
| Participation rate | 3.1% | 46.9%-43.7pp | 55.6%-52.5pp | 68.1%-64.9pp |
| Annual return | 21.75% | 535.20%-513.5pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $28 | $1,171-97.6% | $1,790-98.5% | $4,139-99.3% |
| Admin fee / account holder | $10 | $1,962-99.5% | $2,495-99.6% | $7,234-99.9% |