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 | $20,086 | $95,971-79.1% | $74,550-73.1% | $135,375-85.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $732 | $2,716-73.0% | $1,961-62.7% | $4,779-84.7% |
| Participant deferral / active EE | $9,250 | $3,843+140.7% | $3,108+197.6% | $5,609+64.9% |
| Admin fee / account holder | $1 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |