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 | $10,542 | $84,402-87.5% | $61,373-82.8% | $134,475-92.2% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $197 | $1,544-87.2% | $1,159-83.0% | $4,740-95.8% |
| Participant deferral / active EE | $2,875 | $2,819+2.0% | $2,125+35.3% | $6,400-55.1% |
| Admin fee / account holder | $4 | $2,585-99.9% | $2,130-99.8% | $11,426-100.0% |