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 | $14,891 | $99,020-85.0% | $86,590-82.8% | $147,584-89.9% |
| Participation rate | 34.8% | 76.3%-41.6pp | 73.5%-38.8pp | 82.8%-48.0pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,220 | $3,132-61.0% | $2,839-57.0% | $4,876-75.0% |
| Participant deferral / active EE | $2,216 | $3,972-44.2% | $3,609-38.6% | $5,439-59.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |