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 5-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 | $11,473 | $107,015-89.3% | $73,545-84.4% | $147,584-92.2% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $189 | $1,760-89.3% | $1,219-84.5% | $4,876-96.1% |
| Participant deferral / active EE | $3,603 | $2,462+46.4% | $1,806+99.5% | $5,439-33.8% |
| Admin fee / account holder | $9 | $3,055-99.7% | $2,320-99.6% | $10,885-99.9% |