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 | $16,580 | $96,305-82.8% | $80,569-79.4% | $139,434-88.1% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $616 | $3,262-81.1% | $2,723-77.4% | $4,751-87.0% |
| Participant deferral / active EE | $1,605 | $5,232-69.3% | $4,447-63.9% | $6,710-76.1% |
| Admin fee / account holder | $74 | $6,599-98.9% | $5,377-98.6% | $11,403-99.4% |