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 | $144,875 | $73,004+98.4% | $90,749+59.6% | $68,494+111.5% |
| Participation rate | 27.7% | 70.8%-43.2pp | 75.7%-48.0pp | 67.9%-40.2pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,103 | $2,193-49.7% | $2,921-62.2% | $2,596-57.5% |
| Participant deferral / active EE | $3,640 | $3,627+0.4% | $4,564-20.3% | $4,027-9.6% |
| Admin fee / account holder | $12 | $5,896-99.8% | $8,445-99.9% | $5,403-99.8% |