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 | $17,009 | $85,022-80.0% | $70,515-75.9% | $139,434-87.8% |
| Participation rate | 46.7% | 73.9%-27.2pp | 68.3%-21.7pp | 80.3%-33.7pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,039 | $3,909-73.4% | $2,973-65.0% | $4,751-78.1% |
| Participant deferral / active EE | $6,257 | $5,890+6.2% | $4,567+37.0% | $6,710-6.8% |
| Admin fee / account holder | $64 | $8,906-99.3% | $6,412-99.0% | $11,403-99.4% |