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 | $7,781 | $34,308-77.3% | $74,701-89.6% | $72,985-89.3% |
| Participation rate | 22.2% | 42.4%-20.2pp | 54.5%-32.2pp | 69.5%-47.3pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $180 | $692-74.0% | $1,084-83.4% | $2,440-92.6% |
| Participant deferral / active EE | $1,474 | $1,271+15.9% | $1,964-24.9% | $3,607-59.1% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |