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 | $1,982 | $67,823-97.1% | $52,425-96.2% | $137,256-98.6% |
| Participation rate | 47.4% | 63.9%-16.5pp | 55.6%-8.3pp | 80.0%-32.6pp |
| Annual return | 14.90% | 219.11%-204.2pp | 302.12%-287.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $131 | $1,163-88.8% | $914-85.7% | $4,156-96.9% |
| Participant deferral / active EE | $209 | $2,288-90.9% | $1,790-88.3% | $6,407-96.7% |
| Admin fee / account holder | $194 | $2,844-93.2% | $2,495-92.2% | $12,270-98.4% |