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 6-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 | $16,050 | $85,202-81.2% | $172,739-90.7% | $72,985-78.0% |
| Participation rate | 44.6% | 70.1%-25.5pp | 82.6%-38.1pp | 69.5%-24.9pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $571 | $3,324-82.8% | $5,143-88.9% | $2,440-76.6% |
| Participant deferral / active EE | $1,038 | $3,260-68.2% | $5,198-80.0% | $3,607-71.2% |
| Admin fee / account holder | $101 | $5,884-98.3% | $13,954-99.3% | $5,124-98.0% |