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 | $1,989 | $27,915-92.9% | $58,482-96.6% | $75,163-97.4% |
| Participation rate | 39.4% | 38.8%+0.6pp | 50.9%-11.5pp | 67.2%-27.8pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $229 | $669-65.8% | $1,053-78.3% | $2,670-91.4% |
| Participant deferral / active EE | $602 | $1,201-49.9% | $1,924-68.7% | $4,125-85.4% |
| Admin fee / account holder | $83 | $1,726-95.2% | $2,516-96.7% | $5,651-98.5% |