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 5-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 | $14,797 | $53,822-72.5% | $75,696-80.5% | $85,850-82.8% |
| Participation rate | 9.3% | 69.1%-59.8pp | 74.8%-65.6pp | 69.3%-60.1pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,571 | $2,895-45.7% | $3,821-58.9% | $3,952-60.3% |
| Admin fee / account holder | $68 | $3,343-98.0% | $3,619-98.1% | $6,260-98.9% |