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 8-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 | $13,084 | $32,117-59.3% | $71,086-81.6% | $64,186-79.6% |
| Participation rate | 16.7% | 42.7%-26.0pp | 54.7%-38.0pp | 69.6%-52.9pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $200 | $712-71.9% | $1,088-81.6% | $2,381-91.6% |
| Participant deferral / active EE | $2,156 | $1,263+70.7% | $1,874+15.0% | $3,470-37.9% |
| Admin fee / account holder | $10 | $2,759-99.6% | $3,082-99.7% | $4,888-99.8% |