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 3-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 | $7,461 | $95,561-92.2% | $77,163-90.3% | $139,434-94.6% |
| Participation rate | 35.3% | 73.9%-38.7pp | 69.6%-34.3pp | 80.3%-45.0pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $867 | $3,147-72.4% | $2,535-65.8% | $4,751-81.7% |
| Participant deferral / active EE | $1,661 | $4,624-64.1% | $3,833-56.7% | $6,710-75.2% |
| Admin fee / account holder | $59 | $8,295-99.3% | $5,472-98.9% | $11,403-99.5% |