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 | $8,772 | $92,703-90.5% | $82,719-89.4% | $134,475-93.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,569 | $3,274-21.5% | $3,009-14.6% | $4,740-45.8% |
| Participant deferral / active EE | $2,912 | $4,802-39.4% | $4,395-33.7% | $6,400-54.5% |
| Admin fee / account holder | $83 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |