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 | $21,711 | $84,402-74.3% | $61,373-64.6% | $134,475-83.9% |
| Participation rate | 15.4% | 62.2%-46.8pp | 52.6%-37.2pp | 81.2%-65.8pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $362 | $1,544-76.6% | $1,159-68.8% | $4,740-92.4% |
| Participant deferral / active EE | $2,982 | $2,819+5.8% | $2,125+40.3% | $6,400-53.4% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |