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 | $3,279 | $81,625-96.0% | $58,482-94.4% | $139,434-97.6% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $517 | $1,398-63.0% | $1,053-50.9% | $4,751-89.1% |
| Participant deferral / active EE | $517 | $2,557-79.8% | $1,924-73.1% | $6,710-92.3% |
| Admin fee / account holder | $27 | $3,265-99.2% | $2,516-98.9% | $11,403-99.8% |