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 | $29,319-54.1% | $52,425-74.3% | $82,448-83.7% |
| Participation rate | 6.3% | 46.9%-40.5pp | 55.6%-49.3pp | 68.1%-61.7pp |
| Annual return | 24.77% | 535.20%-510.4pp | 302.12%-277.3pp | 41.64%-16.9pp |
| Employer contribution / active EE | $106 | $586-82.0% | $914-88.4% | $2,551-95.9% |
| Participant deferral / active EE | $149 | $1,171-87.3% | $1,790-91.7% | $4,139-96.4% |
| Admin fee / account holder | $90 | $1,962-95.4% | $2,495-96.4% | $7,234-98.8% |