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 | $26,491 | $104,106-74.6% | $71,086-62.7% | $135,375-80.4% |
| Participation rate | 8.7% | 65.7%-57.0pp | 54.7%-46.0pp | 82.6%-73.9pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,864 | $1,485+25.5% | $1,088+71.4% | $4,779-61.0% |
| Participant deferral / active EE | $445 | $2,527-82.4% | $1,874-76.2% | $5,609-92.1% |
| Admin fee / account holder | $10 | $4,142-99.8% | $3,082-99.7% | $10,827-99.9% |