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 6-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,466 | $37,426-80.1% | $77,482-90.4% | $79,858-90.7% |
| Participation rate | 26.2% | 41.5%-15.4pp | 54.2%-28.0pp | 69.6%-43.5pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $362 | $637-43.2% | $986-63.3% | $2,471-85.4% |
| Participant deferral / active EE | $892 | $1,260-29.2% | $1,861-52.1% | $3,740-76.1% |
| Admin fee / account holder | $104 | $2,504-95.9% | $2,858-96.4% | $5,306-98.0% |