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 5-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 | $8,295 | $110,502-92.5% | $80,716-89.7% | $167,490-95.0% |
| Participation rate | 11.8% | 64.0%-52.2pp | 54.2%-42.4pp | 82.1%-70.3pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $99 | $1,543-93.6% | $1,160-91.4% | $4,837-97.9% |
| Participant deferral / active EE | $849 | $2,871-70.4% | $2,146-60.4% | $6,341-86.6% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |