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 | $10,709 | $27,915-61.6% | $58,482-81.7% | $75,163-85.8% |
| Participation rate | 38.0% | 38.8%-0.8pp | 50.9%-12.9pp | 67.2%-29.2pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,192 | $1,201+165.7% | $1,924+65.9% | $4,125-22.6% |
| Admin fee / account holder | $17 | $1,726-99.0% | $2,516-99.3% | $5,651-99.7% |