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 | $18,716 | $108,172-82.7% | $77,482-75.8% | $158,922-88.2% |
| Participation rate | 23.8% | 64.4%-40.6pp | 54.2%-30.4pp | 82.0%-58.1pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $174 | $1,325-86.8% | $986-82.3% | $4,761-96.3% |
| Participant deferral / active EE | $207 | $2,456-91.6% | $1,861-88.9% | $5,982-96.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |