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 8-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 | $19,841 | $90,600-78.1% | $79,464-75.0% | $135,375-85.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $699 | $3,068-77.2% | $2,800-75.0% | $4,779-85.4% |
| Participant deferral / active EE | $6,167 | $4,050+52.3% | $3,704+66.5% | $5,609+9.9% |
| Admin fee / account holder | $20 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |