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 | $21,804 | $77,899-72.0% | $149,673-85.4% | $75,163-71.0% |
| Participation rate | 3.5% | 65.6%-62.0pp | 78.8%-75.2pp | 67.2%-63.7pp |
| Annual return | 1208.19% | 31.72%+1176.5pp | 134.42%+1073.8pp | 160.62%+1047.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $125 | $3,411-96.3% | $5,680-97.8% | $4,125-97.0% |
| Admin fee / account holder | $125 | $5,956-97.9% | $13,210-99.1% | $5,651-97.8% |