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 9-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 | $17,707 | $105,998-83.3% | $92,233-80.8% | $147,584-88.0% |
| Participation rate | 38.5% | 80.4%-41.9pp | 76.5%-38.0pp | 82.8%-44.4pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,441 | $4,333-66.7% | $3,679-60.8% | $4,876-70.4% |
| Participant deferral / active EE | $2,442 | $4,478-45.5% | $3,897-37.3% | $5,439-55.1% |
| Admin fee / account holder | $30 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |