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 | $8,157 | $27,915-70.8% | $58,482-86.1% | $75,163-89.1% |
| Participation rate | 22.5% | 38.8%-16.3pp | 50.9%-28.4pp | 67.2%-44.7pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $269 | $669-59.8% | $1,053-74.5% | $2,670-89.9% |
| Participant deferral / active EE | $1,428 | $1,201+18.8% | $1,924-25.8% | $4,125-65.4% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |