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 | $18,775 | $190,805-90.2% | $159,960-88.3% | $134,475-86.0% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,733 | $4,995-25.3% | $4,226-11.7% | $4,740-21.2% |
| Participant deferral / active EE | $9,060 | $6,923+30.9% | $6,182+46.5% | $6,400+41.6% |
| Admin fee / account holder | $51 | $10,471-99.5% | $8,698-99.4% | $11,426-99.6% |