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 | $26,234 | $104,486-74.9% | $76,817-65.8% | $152,861-82.8% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,099 | $3,116-32.6% | $2,302-8.8% | $4,762-55.9% |
| Participant deferral / active EE | $10,750 | $4,236+153.8% | $3,336+222.3% | $5,850+83.8% |
| Admin fee / account holder | $1 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |