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 5-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 | $42,393 | $62,573-32.3% | $85,682-50.5% | $85,850-50.6% |
| Participation rate | 52.7% | 61.1%-8.4pp | 69.9%-17.1pp | 69.3%-16.6pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,168 | $1,757+23.4% | $2,618-17.2% | $2,565-15.5% |
| Participant deferral / active EE | $5,144 | $2,802+83.6% | $3,923+31.1% | $3,952+30.2% |
| Admin fee / account holder | $13 | $4,640-99.7% | $6,873-99.8% | $6,260-99.8% |