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 | $22,296 | $56,114-60.3% | $96,139-76.8% | $85,850-74.0% |
| Participation rate | 64.3% | 56.7%+7.6pp | 68.4%-4.2pp | 69.3%-5.0pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,445 | $1,620-10.8% | $2,797-48.3% | $2,565-43.7% |
| Participant deferral / active EE | $3,969 | $2,859+38.8% | $4,349-8.7% | $3,952+0.4% |
| Admin fee / account holder | $15 | $3,768-99.6% | $5,537-99.7% | $6,260-99.8% |