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 | $8,461 | $92,703-90.9% | $82,719-89.8% | $134,475-93.7% |
| 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 | $554 | $3,274-83.1% | $3,009-81.6% | $4,740-88.3% |
| Participant deferral / active EE | $2,399 | $4,802-50.0% | $4,395-45.4% | $6,400-62.5% |
| Admin fee / account holder | $31 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |