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 10-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 | $4,993 | $57,165-91.3% | - | $125,391-96.0% |
| Participation rate | 11.8% | 73.3%-61.5pp | - | 83.2%-71.4pp |
| Annual return | 0.00% | 36.23%-36.2pp | - | 282.22%-282.2pp |
| Employer contribution / active EE | $182 | $3,571-94.9% | - | $4,866-96.3% |
| Participant deferral / active EE | $409 | $3,322-87.7% | - | $5,352-92.4% |
| Admin fee / account holder | $0 | $2,996-100.0% | - | $9,540-100.0% |