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 | $23,838 | $124,281-80.8% | $109,143-78.2% | $167,490-85.8% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.9%-38.4pp | 82.1%-44.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,908 | $4,207-30.9% | $3,722-21.9% | $4,837-39.9% |
| Participant deferral / active EE | $8,348 | $5,255+58.8% | $4,653+79.4% | $6,341+31.6% |
| Admin fee / account holder | $15 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |