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 9-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 | $0 | $47,456-100.0% | $172,739-100.0% | $77,787-100.0% |
| Participation rate | 22.3% | 66.3%-44.0pp | 82.6%-60.4pp | 73.2%-50.9pp |
| Annual return | 0.00% | 35.57%-35.6pp | 802.84%-802.8pp | 32.57%-32.6pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $13,954-100.0% | $100-100.0% |