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 7-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 | $14,502 | $32,117-54.8% | $71,086-79.6% | $64,186-77.4% |
| Participation rate | 7.1% | 42.7%-35.6pp | 54.7%-47.5pp | 69.6%-62.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $195 | $712-72.7% | $1,088-82.1% | $2,381-91.8% |
| Participant deferral / active EE | $898 | $1,263-28.9% | $1,874-52.1% | $3,470-74.1% |
| Admin fee / account holder | $24 | $2,759-99.1% | $3,082-99.2% | $4,888-99.5% |