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 | $8,022 | $70,606-88.6% | $53,898-85.1% | $142,382-94.4% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 23.13% | 619.81%-596.7pp | 528.60%-505.5pp | 217.08%-193.9pp |
| Employer contribution / active EE | $139 | $1,202-88.5% | $932-85.1% | $4,299-96.8% |
| Participant deferral / active EE | $195 | $2,364-91.8% | $1,826-89.3% | $6,507-97.0% |
| Admin fee / account holder | $53 | $2,852-98.1% | $2,491-97.9% | $12,624-99.6% |