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 | $14,897 | $37,426-60.2% | $77,482-80.8% | $79,858-81.3% |
| Participation rate | 22.2% | 41.5%-19.3pp | 54.2%-32.0pp | 69.6%-47.4pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $420 | $637-34.0% | $986-57.4% | $2,471-83.0% |
| Participant deferral / active EE | $2,191 | $1,260+73.9% | $1,861+17.7% | $3,740-41.4% |
| Admin fee / account holder | $2 | $2,504-99.9% | $2,858-99.9% | $5,306-100.0% |