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 | $17,550 | $158,398-88.9% | $126,539-86.1% | $142,382-87.7% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 0.00% | 593.76%-593.8pp | 425.95%-425.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $867 | $4,650-81.4% | $3,674-76.4% | $4,299-79.8% |
| Participant deferral / active EE | $5,000 | $4,767+4.9% | $4,083+22.5% | $6,507-23.2% |
| Admin fee / account holder | $4 | $6,918-99.9% | $6,065-99.9% | $12,624-100.0% |