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 | $8,181 | $70,606-88.4% | $53,898-84.8% | $142,382-94.3% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | 20.14% | 619.81%-599.7pp | 528.60%-508.5pp | 217.08%-196.9pp |
| Employer contribution / active EE | $57 | $1,202-95.2% | $932-93.9% | $4,299-98.7% |
| Participant deferral / active EE | $57 | $2,364-97.6% | $1,826-96.9% | $6,507-99.1% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |