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 6-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 | $6,590 | $29,319-77.5% | $52,425-87.4% | $82,448-92.0% |
| Participation rate | 40.0% | 46.9%-6.9pp | 55.6%-15.6pp | 68.1%-28.1pp |
| Annual return | 18.29% | 535.20%-516.9pp | 302.12%-283.8pp | 41.64%-23.4pp |
| Employer contribution / active EE | $107 | $586-81.8% | $914-88.3% | $2,551-95.8% |
| Participant deferral / active EE | $212 | $1,171-81.9% | $1,790-88.2% | $4,139-94.9% |
| Admin fee / account holder | $60 | $1,962-97.0% | $2,495-97.6% | $7,234-99.2% |