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 4-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 | $9,906 | $106,543-90.7% | $91,220-89.1% | $134,475-92.6% |
| Participation rate | 21.4% | 76.8%-55.4pp | 73.2%-51.8pp | 81.2%-59.8pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $526 | $3,331-84.2% | $2,850-81.5% | $4,740-88.9% |
| Participant deferral / active EE | $1,594 | $4,719-66.2% | $4,234-62.3% | $6,400-75.1% |
| Admin fee / account holder | $117 | $6,231-98.1% | $5,420-97.8% | $11,426-99.0% |