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 | $1,210 | $70,606-98.3% | $53,898-97.8% | $142,382-99.2% |
| Participation rate | 30.8% | 63.7%-32.9pp | 55.0%-24.2pp | 80.1%-49.4pp |
| Annual return | 22.90% | 619.81%-596.9pp | 528.60%-505.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $24 | $1,202-98.0% | $932-97.4% | $4,299-99.4% |
| Participant deferral / active EE | $24 | $2,364-99.0% | $1,826-98.7% | $6,507-99.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |