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 | $9,254 | $29,667-68.8% | $56,441-83.6% | $80,874-88.6% |
| Participation rate | 8.8% | 41.7%-32.8pp | 52.5%-43.7pp | 67.6%-58.8pp |
| Annual return | 33.99% | 35.22%-1.2pp | 1704.21%-1670.2pp | 35.62%-1.6pp |
| Employer contribution / active EE | $196 | $669-70.7% | $1,039-81.1% | $2,756-92.9% |
| Participant deferral / active EE | $214 | $1,227-82.6% | $1,953-89.1% | $4,297-95.0% |
| Admin fee / account holder | $127 | $2,429-94.8% | $2,829-95.5% | $6,935-98.2% |