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 4-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 | $34,539 | $84,695-59.2% | $73,843-53.2% | $125,391-72.5% |
| Participation rate | 16.7% | 76.8%-60.1pp | 73.4%-56.8pp | 83.2%-66.5pp |
| Annual return | -1.66% | 3123.53%-3125.2pp | 2267.84%-2269.5pp | 282.22%-283.9pp |
| Employer contribution / active EE | $208 | $3,123-93.3% | $2,787-92.5% | $4,866-95.7% |
| Participant deferral / active EE | $883 | $3,992-77.9% | $3,583-75.3% | $5,352-83.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |