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 | $9,580 | $88,594-89.2% | $70,092-86.3% | $134,475-92.9% |
| Participation rate | 57.1% | 74.9%-17.8pp | 70.5%-13.3pp | 81.2%-24.1pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,381 | $3,233-26.4% | $2,559-7.0% | $4,740-49.8% |
| Participant deferral / active EE | $3,308 | $4,772-30.7% | $3,849-14.1% | $6,400-48.3% |
| Admin fee / account holder | $7 | $10,441-99.9% | $6,267-99.9% | $11,426-99.9% |