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 | $31,508 | $133,958-76.5% | $112,228-71.9% | $134,475-76.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,177 | $4,038-70.9% | $3,635-67.6% | $4,740-75.2% |
| Participant deferral / active EE | $6,750 | $5,291+27.6% | $4,728+42.8% | $6,400+5.5% |
| Admin fee / account holder | $124 | $7,489-98.3% | $6,410-98.1% | $11,426-98.9% |