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 | $8,699 | $70,606-87.7% | $53,898-83.9% | $142,382-93.9% |
| Participation rate | 8.7% | 63.7%-55.0pp | 55.0%-46.3pp | 80.1%-71.4pp |
| Annual return | 23.77% | 619.81%-596.0pp | 528.60%-504.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $54 | $1,202-95.5% | $932-94.2% | $4,299-98.7% |
| Participant deferral / active EE | $115 | $2,364-95.1% | $1,826-93.7% | $6,507-98.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |