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 5-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 | $6,804 | $29,319-76.8% | $52,425-87.0% | $82,448-91.7% |
| Participation rate | 11.8% | 46.9%-35.1pp | 55.6%-43.9pp | 68.1%-56.3pp |
| Annual return | 21.76% | 535.20%-513.4pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $94 | $586-84.0% | $914-89.8% | $2,551-96.3% |
| Participant deferral / active EE | $118 | $1,171-89.9% | $1,790-93.4% | $4,139-97.2% |
| Admin fee / account holder | $8 | $1,962-99.6% | $2,495-99.7% | $7,234-99.9% |