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 10-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 | $25,023 | $87,540-71.4% | $75,781-67.0% | $125,391-80.0% |
| Participation rate | 42.9% | 80.2%-37.3pp | 75.8%-33.0pp | 83.2%-40.3pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,214 | $3,930-43.7% | $3,323-33.4% | $4,866-54.5% |
| Participant deferral / active EE | $8,571 | $4,229+102.7% | $3,651+134.7% | $5,352+60.2% |
| Admin fee / account holder | $3 | $6,502-100.0% | $5,299-99.9% | $9,540-100.0% |