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 | $10,815 | $96,635-88.8% | $86,612-87.5% | $139,434-92.2% |
| Participation rate | 13.3% | 74.4%-61.1pp | 71.7%-58.4pp | 80.3%-67.0pp |
| Annual return | 49.75% | 106.41%-56.7pp | 591.07%-541.3pp | 372.94%-323.2pp |
| Employer contribution / active EE | $399 | $3,263-87.8% | $3,022-86.8% | $4,751-91.6% |
| Participant deferral / active EE | $631 | $4,836-87.0% | $4,438-85.8% | $6,710-90.6% |
| Admin fee / account holder | $74 | $6,408-98.8% | $5,614-98.7% | $11,403-99.4% |