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 | $1,237 | $70,606-98.2% | $53,898-97.7% | $142,382-99.1% |
| Participation rate | 21.7% | 63.7%-42.0pp | 55.0%-33.2pp | 80.1%-58.4pp |
| Annual return | 22.27% | 619.81%-597.5pp | 528.60%-506.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $38 | $1,202-96.8% | $932-95.9% | $4,299-99.1% |
| Participant deferral / active EE | $165 | $2,364-93.0% | $1,826-91.0% | $6,507-97.5% |
| Admin fee / account holder | $7 | $2,852-99.8% | $2,491-99.7% | $12,624-99.9% |