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 | $12,372 | $73,867-83.3% | $143,757-91.4% | $68,494-81.9% |
| Participation rate | 69.9% | 66.7%+3.2pp | 80.3%-10.4pp | 67.9%+2.0pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $433 | $3,184-86.4% | $4,951-91.2% | $2,596-83.3% |
| Participant deferral / active EE | $991 | $3,384-70.7% | $5,637-82.4% | $4,027-75.4% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |