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 | $3,398 | $84,402-96.0% | $61,373-94.5% | $134,475-97.5% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $932 | $1,544-39.7% | $1,159-19.6% | $4,740-80.3% |
| Participant deferral / active EE | $1,594 | $2,819-43.5% | $2,125-25.0% | $6,400-75.1% |
| Admin fee / account holder | $94 | $2,585-96.4% | $2,130-95.6% | $11,426-99.2% |