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 6-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 | $9,776 | $108,172-91.0% | $77,482-87.4% | $158,922-93.8% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $178 | $1,325-86.6% | $986-82.0% | $4,761-96.3% |
| Participant deferral / active EE | $1,111 | $2,456-54.8% | $1,861-40.3% | $5,982-81.4% |
| Admin fee / account holder | $44 | $3,708-98.8% | $2,858-98.5% | $11,246-99.6% |