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 | $18,406 | $96,635-81.0% | $86,612-78.7% | $139,434-86.8% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,254 | $3,263-61.6% | $3,022-58.5% | $4,751-73.6% |
| Participant deferral / active EE | $5,194 | $4,836+7.4% | $4,438+17.0% | $6,710-22.6% |
| Admin fee / account holder | $15 | $6,408-99.8% | $5,614-99.7% | $11,403-99.9% |