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 | $18,820 | $109,817-82.9% | $98,442-80.9% | $167,490-88.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $468 | $3,224-85.5% | $2,960-84.2% | $4,837-90.3% |
| Participant deferral / active EE | $8,625 | $4,673+84.6% | $4,276+101.7% | $6,341+36.0% |
| Admin fee / account holder | $32 | $6,753-99.5% | $5,949-99.5% | $12,309-99.7% |