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 | $2,892 | $76,738-96.2% | $56,411-94.9% | $145,922-98.0% |
| Participation rate | 8.7% | 63.2%-54.5pp | 52.5%-43.8pp | 80.3%-71.6pp |
| Annual return | 15.58% | 2994.23%-2978.7pp | 1701.33%-1685.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $146 | $2,623-94.4% | $1,952-92.5% | $6,688-97.8% |
| Admin fee / account holder | $8 | $3,334-99.8% | $2,829-99.7% | $13,397-99.9% |