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 | $13,452 | $30,400-55.7% | $53,898-75.0% | $84,808-84.1% |
| Participation rate | 6.3% | 46.4%-40.1pp | 55.0%-48.6pp | 68.3%-62.0pp |
| Annual return | 24.77% | 500.19%-475.4pp | 528.60%-503.8pp | 40.90%-16.1pp |
| Employer contribution / active EE | $106 | $603-82.4% | $932-88.6% | $2,631-96.0% |
| Participant deferral / active EE | $149 | $1,199-87.6% | $1,826-91.8% | $4,212-96.5% |
| Admin fee / account holder | $90 | $1,993-95.5% | $2,491-96.4% | $7,344-98.8% |