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 | $15,006 | $84,402-82.2% | $61,373-75.5% | $134,475-88.8% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,358 | $1,544+52.7% | $1,159+103.4% | $4,740-50.2% |
| Participant deferral / active EE | $4,942 | $2,819+75.3% | $2,125+132.6% | $6,400-22.8% |
| Admin fee / account holder | $83 | $2,585-96.8% | $2,130-96.1% | $11,426-99.3% |