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 | $6,701 | $84,402-92.1% | $61,373-89.1% | $134,475-95.0% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $181 | $1,544-88.3% | $1,159-84.4% | $4,740-96.2% |
| Participant deferral / active EE | $960 | $2,819-65.9% | $2,125-54.8% | $6,400-85.0% |
| Admin fee / account holder | $1 | $2,585-100.0% | $2,130-99.9% | $11,426-100.0% |