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 6-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 | $17,669 | $108,172-83.7% | $77,482-77.2% | $158,922-88.9% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $261 | $1,325-80.3% | $986-73.5% | $4,761-94.5% |
| Participant deferral / active EE | $1,929 | $2,456-21.5% | $1,861+3.6% | $5,982-67.8% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |