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 5-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 | $22,468 | $118,849-81.1% | $96,562-76.7% | $167,490-86.6% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,509 | $3,120+12.5% | $2,356+48.9% | $4,837-27.5% |
| Participant deferral / active EE | $2,019 | $4,616-56.3% | $3,849-47.5% | $6,341-68.2% |
| Admin fee / account holder | $24 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |