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 | $55,133 | $73,933-25.4% | $96,683-43.0% | $75,163-26.6% |
| Participation rate | 58.8% | 66.4%-7.6pp | 74.3%-15.5pp | 67.2%-8.4pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,552 | $2,928-47.0% | $3,737-58.5% | $2,670-41.9% |
| Participant deferral / active EE | $2,281 | $3,659-37.7% | $4,878-53.2% | $4,125-44.7% |
| Admin fee / account holder | $144 | $5,216-97.2% | $6,730-97.9% | $5,651-97.5% |