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 | $7,536 | $32,117-76.5% | $71,086-89.4% | $64,186-88.3% |
| Participation rate | 18.2% | 42.7%-24.5pp | 54.7%-36.5pp | 69.6%-51.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $233 | $712-67.3% | $1,088-78.6% | $2,381-90.2% |
| Participant deferral / active EE | $1,292 | $1,263+2.3% | $1,874-31.1% | $3,470-62.8% |
| Admin fee / account holder | $124 | $2,759-95.5% | $3,082-96.0% | $4,888-97.5% |