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 | $11,928 | $37,426-68.1% | $77,482-84.6% | $79,858-85.1% |
| Participation rate | 8.3% | 41.5%-33.2pp | 54.2%-45.9pp | 69.6%-61.3pp |
| Annual return | 11.99% | 39.70%-27.7pp | 54.79%-42.8pp | 31.71%-19.7pp |
| Employer contribution / active EE | $101 | $637-84.1% | $986-89.7% | $2,471-95.9% |
| Participant deferral / active EE | $281 | $1,260-77.7% | $1,861-84.9% | $3,740-92.5% |
| Admin fee / account holder | $90 | $2,504-96.4% | $2,858-96.9% | $5,306-98.3% |