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 | $30,375 | $45,863-33.8% | $77,024-60.6% | $68,494-55.7% |
| Participation rate | 22.0% | 55.9%-33.9pp | 67.9%-45.9pp | 67.9%-45.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $678 | $1,650-58.9% | $2,812-75.9% | $2,596-73.9% |
| Participant deferral / active EE | $1,583 | $2,962-46.6% | $4,426-64.2% | $4,027-60.7% |
| Admin fee / account holder | $76 | $3,041-97.5% | $5,425-98.6% | $5,403-98.6% |