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 | $7,388 | $70,606-89.5% | $53,898-86.3% | $142,382-94.8% |
| Participation rate | 10.0% | 63.7%-53.7pp | 55.0%-45.0pp | 80.1%-70.1pp |
| Annual return | 22.34% | 619.81%-597.5pp | 528.60%-506.3pp | 217.08%-194.7pp |
| Employer contribution / active EE | $141 | $1,202-88.2% | $932-84.8% | $4,299-96.7% |
| Participant deferral / active EE | $146 | $2,364-93.8% | $1,826-92.0% | $6,507-97.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |