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 | $9,025 | $49,922-81.9% | $80,569-88.8% | $75,163-88.0% |
| Participation rate | 19.6% | 55.3%-35.7pp | 67.0%-47.4pp | 67.2%-47.5pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $358 | $1,698-78.9% | $2,723-86.9% | $2,670-86.6% |
| Participant deferral / active EE | $1,285 | $2,990-57.0% | $4,447-71.1% | $4,125-68.9% |
| Admin fee / account holder | $64 | $3,577-98.2% | $5,377-98.8% | $5,651-98.9% |