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 | $10,868 | $92,703-88.3% | $82,719-86.9% | $134,475-91.9% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,276 | $4,802-31.8% | $4,395-25.5% | $6,400-48.8% |
| Admin fee / account holder | $16 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |