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 | $8,450 | $27,915-69.7% | $58,482-85.6% | $75,163-88.8% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $245 | $669-63.4% | $1,053-76.7% | $2,670-90.8% |
| Participant deferral / active EE | $1,025 | $1,201-14.7% | $1,924-46.7% | $4,125-75.2% |
| Admin fee / account holder | $43 | $1,726-97.5% | $2,516-98.3% | $5,651-99.2% |