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 | $7,705 | $32,117-76.0% | $71,086-89.2% | $64,186-88.0% |
| Participation rate | 24.0% | 42.7%-18.7pp | 54.7%-30.7pp | 69.6%-45.6pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $476 | $712-33.1% | $1,088-56.2% | $2,381-80.0% |
| Participant deferral / active EE | $2,224 | $1,263+76.1% | $1,874+18.7% | $3,470-35.9% |
| Admin fee / account holder | $84 | $2,759-96.9% | $3,082-97.3% | $4,888-98.3% |