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 | $10,960 | $49,922-78.0% | $80,569-86.4% | $75,163-85.4% |
| Participation rate | 27.5% | 55.3%-27.8pp | 67.0%-39.5pp | 67.2%-39.7pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,076 | $1,698-36.6% | $2,723-60.5% | $2,670-59.7% |
| Participant deferral / active EE | $2,036 | $2,990-31.9% | $4,447-54.2% | $4,125-50.6% |
| Admin fee / account holder | $1 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |