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 | $1,563 | $70,606-97.8% | $53,898-97.1% | $142,382-98.9% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 17.26% | 619.81%-602.6pp | 528.60%-511.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $217 | $1,202-82.0% | $932-76.8% | $4,299-95.0% |
| Participant deferral / active EE | $195 | $2,364-91.7% | $1,826-89.3% | $6,507-97.0% |
| Admin fee / account holder | $27 | $2,852-99.0% | $2,491-98.9% | $12,624-99.8% |