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 4-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 | $7,542 | $88,594-91.5% | $70,092-89.2% | $134,475-94.4% |
| Participation rate | 42.9% | 74.9%-32.1pp | 70.5%-27.6pp | 81.2%-38.4pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,067 | $3,233-67.0% | $2,559-58.3% | $4,740-77.5% |
| Participant deferral / active EE | $2,147 | $4,772-55.0% | $3,849-44.2% | $6,400-66.4% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |