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 | $1,327 | $76,738-98.3% | $56,411-97.6% | $145,922-99.1% |
| Participation rate | 64.3% | 63.2%+1.1pp | 52.5%+11.8pp | 80.3%-16.0pp |
| Annual return | 0.00% | 2994.23%-2994.2pp | 1701.33%-1701.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $335 | $1,380-75.7% | $1,039-67.8% | $4,660-92.8% |
| Participant deferral / active EE | $537 | $2,623-79.5% | $1,952-72.5% | $6,688-92.0% |
| Admin fee / account holder | $8 | $3,334-99.8% | $2,829-99.7% | $13,397-99.9% |