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 | $27,420 | $29,660-7.6% | $56,411-51.4% | $80,856-66.1% |
| Participation rate | 8.6% | 41.6%-33.1pp | 52.5%-43.9pp | 67.6%-59.1pp |
| Annual return | 15.30% | 35.23%-19.9pp | 1701.33%-1686.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $96 | $669-85.6% | $1,039-90.7% | $2,755-96.5% |
| Participant deferral / active EE | $160 | $1,226-86.9% | $1,952-91.8% | $4,296-96.3% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |