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 6-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 | $18,039 | $109,327-83.5% | $89,391-79.8% | $158,922-88.6% |
| Participation rate | 27.3% | 74.3%-47.0pp | 68.0%-40.7pp | 82.0%-54.7pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,105 | $3,170-33.6% | $2,586-18.6% | $4,761-55.8% |
| Participant deferral / active EE | $2,105 | $4,598-54.2% | $3,890-45.9% | $5,982-64.8% |
| Admin fee / account holder | $21 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |