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 | $12,186 | $104,106-88.3% | $71,086-82.9% | $135,375-91.0% |
| Participation rate | 36.4% | 65.7%-29.3pp | 54.7%-18.3pp | 82.6%-46.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,489 | $2,527+77.6% | $1,874+139.5% | $5,609-20.0% |
| Admin fee / account holder | $5 | $4,142-99.9% | $3,082-99.9% | $10,827-100.0% |