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 | $6,170 | $27,915-77.9% | $58,482-89.4% | $75,163-91.8% |
| Participation rate | 12.2% | 38.8%-26.7pp | 50.9%-38.7pp | 67.2%-55.0pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $218 | $669-67.4% | $1,053-79.3% | $2,670-91.8% |
| Participant deferral / active EE | $477 | $1,201-60.3% | $1,924-75.2% | $4,125-88.4% |
| Admin fee / account holder | $39 | $1,726-97.8% | $2,516-98.5% | $5,651-99.3% |