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 | $6,891 | $37,426-81.6% | $77,482-91.1% | $79,858-91.4% |
| Participation rate | 17.2% | 41.5%-24.3pp | 54.2%-36.9pp | 69.6%-52.4pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $362 | $637-43.2% | $986-63.3% | $2,471-85.4% |
| Participant deferral / active EE | $826 | $1,260-34.4% | $1,861-55.6% | $3,740-77.9% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |