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 | $12,929 | $108,172-88.0% | $77,482-83.3% | $158,922-91.9% |
| Participation rate | 20.8% | 64.4%-43.6pp | 54.2%-33.4pp | 82.0%-61.1pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $294 | $1,325-77.8% | $986-70.2% | $4,761-93.8% |
| Participant deferral / active EE | $2,281 | $2,456-7.1% | $1,861+22.6% | $5,982-61.9% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |