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 | $12,009 | $82,286-85.4% | $68,791-82.5% | $134,475-91.1% |
| Participation rate | 61.5% | 75.1%-13.5pp | 69.0%-7.5pp | 81.2%-19.7pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $654 | $3,301-80.2% | $2,655-75.4% | $4,740-86.2% |
| Participant deferral / active EE | $7,787 | $4,739+64.3% | $3,941+97.6% | $6,400+21.7% |
| Admin fee / account holder | $18 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |