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 | $8,154 | $37,426-78.2% | $77,482-89.5% | $79,858-89.8% |
| Participation rate | 13.9% | 41.5%-27.6pp | 54.2%-40.3pp | 69.6%-55.7pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $238 | $637-62.6% | $986-75.8% | $2,471-90.4% |
| Participant deferral / active EE | $937 | $1,260-25.7% | $1,861-49.7% | $3,740-75.0% |
| Admin fee / account holder | $4 | $2,504-99.8% | $2,858-99.9% | $5,306-99.9% |