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 6-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 | $60,985 | $65,365-6.7% | $92,893-34.3% | $72,985-16.4% |
| Participation rate | 40.0% | 68.3%-28.3pp | 76.0%-36.0pp | 69.5%-29.5pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,319 | $2,594-49.1% | $3,653-63.9% | $2,440-45.9% |
| Participant deferral / active EE | $3,339 | $3,128+6.7% | $4,236-21.2% | $3,607-7.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |