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 3-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 | $3,127 | $29,660-89.5% | $56,411-94.5% | $80,856-96.1% |
| Participation rate | 4.3% | 41.6%-37.4pp | 52.5%-48.2pp | 67.6%-63.4pp |
| Annual return | 17.83% | 35.23%-17.4pp | 1701.33%-1683.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $49 | $1,226-96.0% | $1,952-97.5% | $4,296-98.9% |
| Admin fee / account holder | $12 | $2,428-99.5% | $2,829-99.6% | $6,918-99.8% |