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 | $14,034 | $81,632-82.8% | $70,449-80.1% | $158,922-91.2% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $959 | $3,217-70.2% | $2,737-65.0% | $4,761-79.9% |
| Participant deferral / active EE | $5,595 | $4,554+22.9% | $3,709+50.9% | $5,982-6.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |