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 3-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 | $81,184 | $81,625-0.5% | $58,482+38.8% | $139,434-41.8% |
| Participation rate | 5.3% | 61.3%-56.1pp | 50.9%-45.6pp | 80.3%-75.1pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $103 | $1,398-92.6% | $1,053-90.2% | $4,751-97.8% |
| Participant deferral / active EE | $441 | $2,557-82.8% | $1,924-77.1% | $6,710-93.4% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |