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 | $9,745 | $100,852-90.3% | $90,404-89.2% | $158,922-93.9% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $584 | $3,689-84.2% | $3,262-82.1% | $4,761-87.7% |
| Participant deferral / active EE | $1,465 | $4,348-66.3% | $3,963-63.0% | $5,982-75.5% |
| Admin fee / account holder | $32 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |