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 3-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 | $60,528 | $93,024-34.9% | $77,024-21.4% | $134,475-55.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,937 | $3,418-43.3% | $2,812-31.1% | $4,740-59.1% |
| Participant deferral / active EE | $4,495 | $5,238-14.2% | $4,426+1.6% | $6,400-29.8% |
| Admin fee / account holder | $295 | $6,944-95.8% | $5,425-94.6% | $11,426-97.4% |