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 4-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 | $2,780 | $27,915-90.0% | $58,482-95.2% | $75,163-96.3% |
| Participation rate | 37.9% | 38.8%-0.9pp | 50.9%-12.9pp | 67.2%-29.3pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $240 | $669-64.1% | $1,053-77.2% | $2,670-91.0% |
| Participant deferral / active EE | $749 | $1,201-37.6% | $1,924-61.1% | $4,125-81.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |