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 | $15,720 | $49,922-68.5% | $80,569-80.5% | $75,163-79.1% |
| Participation rate | 19.7% | 55.3%-35.6pp | 67.0%-47.3pp | 67.2%-47.5pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $461 | $1,698-72.9% | $2,723-83.1% | $2,670-82.7% |
| Participant deferral / active EE | $1,511 | $2,990-49.5% | $4,447-66.0% | $4,125-63.4% |
| Admin fee / account holder | $43 | $3,577-98.8% | $5,377-99.2% | $5,651-99.2% |