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 6-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 | $10,262 | $100,852-89.8% | $90,404-88.6% | $158,922-93.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,407 | $3,689-61.8% | $3,262-56.9% | $4,761-70.4% |
| Participant deferral / active EE | $2,151 | $4,348-50.5% | $3,963-45.7% | $5,982-64.0% |
| Admin fee / account holder | $118 | $6,501-98.2% | $5,611-97.9% | $11,246-99.0% |