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 | $23,894 | $73,933-67.7% | $96,683-75.3% | $75,163-68.2% |
| Participation rate | 41.8% | 66.4%-24.6pp | 74.3%-32.6pp | 67.2%-25.4pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,466 | $3,659+49.4% | $4,878+12.0% | $4,125+32.5% |
| Admin fee / account holder | $64 | $5,216-98.8% | $6,730-99.1% | $5,651-98.9% |