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 | $9,804 | $70,756-86.1% | $65,493-85.0% | $142,382-93.1% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.1%-55.1pp |
| Annual return | 0.00% | 1754.89%-1754.9pp | 982.45%-982.4pp | 217.08%-217.1pp |
| Employer contribution / active EE | $805 | $2,881-72.1% | $2,574-68.7% | $4,299-81.3% |
| Participant deferral / active EE | $1,438 | $4,637-69.0% | $3,961-63.7% | $6,507-77.9% |
| Admin fee / account holder | $29 | $6,559-99.6% | $5,028-99.4% | $12,624-99.8% |