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 | $4,149 | $70,606-94.1% | $53,898-92.3% | $142,382-97.1% |
| Participation rate | 28.6% | 63.7%-35.1pp | 55.0%-26.4pp | 80.1%-51.5pp |
| Annual return | 18.43% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $145 | $1,202-87.9% | $932-84.4% | $4,299-96.6% |
| Participant deferral / active EE | $210 | $2,364-91.1% | $1,826-88.5% | $6,507-96.8% |
| Admin fee / account holder | $25 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |