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 | $8,640 | $84,402-89.8% | $61,373-85.9% | $134,475-93.6% |
| Participation rate | 37.5% | 62.2%-24.7pp | 52.6%-15.1pp | 81.2%-43.7pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $416 | $1,544-73.1% | $1,159-64.1% | $4,740-91.2% |
| Participant deferral / active EE | $2,828 | $2,819+0.3% | $2,125+33.1% | $6,400-55.8% |
| Admin fee / account holder | $5 | $2,585-99.8% | $2,130-99.7% | $11,426-100.0% |