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 | $14,050 | $30,400-53.8% | $53,898-73.9% | $84,808-83.4% |
| Participation rate | 6.3% | 46.4%-40.2pp | 55.0%-48.7pp | 68.3%-62.1pp |
| Annual return | 28.91% | 500.19%-471.3pp | 528.60%-499.7pp | 40.90%-12.0pp |
| Employer contribution / active EE | $176 | $603-70.8% | $932-81.1% | $2,631-93.3% |
| Participant deferral / active EE | $197 | $1,199-83.5% | $1,826-89.2% | $4,212-95.3% |
| Admin fee / account holder | $22 | $1,993-98.9% | $2,491-99.1% | $7,344-99.7% |