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 5-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 | $8,089 | $39,019-79.3% | $80,716-90.0% | $85,850-90.6% |
| Participation rate | 9.4% | 41.5%-32.2pp | 54.2%-44.8pp | 69.3%-59.9pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $219 | $722-69.6% | $1,160-81.1% | $2,565-91.4% |
| Participant deferral / active EE | $758 | $1,326-42.8% | $2,146-64.7% | $3,952-80.8% |
| Admin fee / account holder | $9 | $2,431-99.6% | $3,380-99.7% | $6,260-99.9% |