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 | $49,382 | $95,561-48.3% | $77,163-36.0% | $139,434-64.6% |
| Participation rate | 58.3% | 73.9%-15.6pp | 69.6%-11.2pp | 80.3%-22.0pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,151 | $3,147-63.4% | $2,535-54.6% | $4,751-75.8% |
| Participant deferral / active EE | $2,663 | $4,624-42.4% | $3,833-30.5% | $6,710-60.3% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |