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 | $29,973 | $72,277-58.5% | $101,248-70.4% | $79,858-62.5% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,106 | $2,692-58.9% | $3,660-69.8% | $2,471-55.3% |
| Participant deferral / active EE | $3,778 | $3,282+15.1% | $4,370-13.6% | $3,740+1.0% |
| Admin fee / account holder | $200 | $4,400-95.5% | $5,945-96.6% | $5,306-96.2% |