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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,903 | $84,402-97.7% | $61,373-96.9% | $134,475-98.6% |
| Participation rate | 21.4% | 62.2%-40.8pp | 52.6%-31.1pp | 81.2%-59.8pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $178 | $1,544-88.5% | $1,159-84.6% | $4,740-96.2% |
| Participant deferral / active EE | $223 | $2,819-92.1% | $2,125-89.5% | $6,400-96.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |