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 7-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 | $5,170 | $81,625-93.7% | $58,482-91.2% | $139,434-96.3% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 22.57% | 7404.20%-7381.6pp | 4239.32%-4216.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $115 | $1,398-91.8% | $1,053-89.1% | $4,751-97.6% |
| Participant deferral / active EE | $115 | $2,557-95.5% | $1,924-94.0% | $6,710-98.3% |
| Admin fee / account holder | $45 | $3,265-98.6% | $2,516-98.2% | $11,403-99.6% |