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 | $1,708 | $76,738-97.8% | $56,411-97.0% | $145,922-98.8% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 0.00% | 2994.23%-2994.2pp | 1701.33%-1701.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $106 | $1,380-92.3% | $1,039-89.8% | $4,660-97.7% |
| Participant deferral / active EE | $273 | $2,623-89.6% | $1,952-86.0% | $6,688-95.9% |
| Admin fee / account holder | $3 | $3,334-99.9% | $2,829-99.9% | $13,397-100.0% |