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 | $14,136 | $92,703-84.8% | $82,719-82.9% | $134,475-89.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,942 | $3,274-40.7% | $3,009-35.5% | $4,740-59.0% |
| Participant deferral / active EE | $7,639 | $4,802+59.1% | $4,395+73.8% | $6,400+19.4% |
| Admin fee / account holder | $21 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |