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 | $2,314 | $27,915-91.7% | $58,482-96.0% | $75,163-96.9% |
| Participation rate | 49.4% | 38.8%+10.5pp | 50.9%-1.5pp | 67.2%-17.8pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $195 | $669-70.8% | $1,053-81.5% | $2,670-92.7% |
| Participant deferral / active EE | $936 | $1,201-22.1% | $1,924-51.4% | $4,125-77.3% |
| Admin fee / account holder | $152 | $1,726-91.2% | $2,516-94.0% | $5,651-97.3% |