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 | $23,004 | $27,915-17.6% | $58,482-60.7% | $75,163-69.4% |
| Participation rate | 19.2% | 38.8%-19.6pp | 50.9%-31.6pp | 67.2%-48.0pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $264 | $669-60.6% | $1,053-75.0% | $2,670-90.1% |
| Participant deferral / active EE | $1,175 | $1,201-2.1% | $1,924-38.9% | $4,125-71.5% |
| Admin fee / account holder | $190 | $1,726-89.0% | $2,516-92.4% | $5,651-96.6% |