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 | $46,769 | $92,703-49.5% | $82,719-43.5% | $134,475-65.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $11,900 | $3,274+263.5% | $3,009+295.5% | $4,740+151.1% |
| Participant deferral / active EE | $6,500 | $4,802+35.4% | $4,395+47.9% | $6,400+1.6% |
| Admin fee / account holder | $216 | $5,983-96.4% | $5,329-96.0% | $11,426-98.1% |