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 | $11,190 | $34,308-67.4% | $74,701-85.0% | $72,985-84.7% |
| Participation rate | 21.2% | 42.4%-21.2pp | 54.5%-33.2pp | 69.5%-48.3pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $752 | $692+8.7% | $1,084-30.6% | $2,440-69.2% |
| Participant deferral / active EE | $1,484 | $1,271+16.7% | $1,964-24.4% | $3,607-58.9% |
| Admin fee / account holder | $127 | $2,124-94.0% | $3,333-96.2% | $5,124-97.5% |