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 5-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 | $7,068 | $39,019-81.9% | $80,716-91.2% | $85,850-91.8% |
| Participation rate | 29.6% | 41.5%-11.9pp | 54.2%-24.5pp | 69.3%-39.7pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $257 | $722-64.4% | $1,160-77.8% | $2,565-90.0% |
| Participant deferral / active EE | $1,730 | $1,326+30.5% | $2,146-19.4% | $3,952-56.2% |
| Admin fee / account holder | $11 | $2,431-99.5% | $3,380-99.7% | $6,260-99.8% |