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 | $26,857 | $29,319-8.4% | $52,425-48.8% | $82,448-67.4% |
| Participation rate | 24.0% | 46.9%-22.9pp | 55.6%-31.6pp | 68.1%-44.1pp |
| Annual return | 0.00% | 535.20%-535.2pp | 302.12%-302.1pp | 41.64%-41.6pp |
| Employer contribution / active EE | $429 | $586-26.8% | $914-53.1% | $2,551-83.2% |
| Participant deferral / active EE | $1,338 | $1,171+14.3% | $1,790-25.2% | $4,139-67.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |