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 | $66,917 | $27,915+139.7% | $58,482+14.4% | $75,163-11.0% |
| Participation rate | 26.8% | 38.8%-12.0pp | 50.9%-24.0pp | 67.2%-40.4pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $209 | $669-68.8% | $1,053-80.2% | $2,670-92.2% |
| Participant deferral / active EE | $697 | $1,201-42.0% | $1,924-63.8% | $4,125-83.1% |
| Admin fee / account holder | $175 | $1,726-89.9% | $2,516-93.0% | $5,651-96.9% |