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 | $16,110 | $32,037-49.7% | $69,182-76.7% | $62,891-74.4% |
| Participation rate | 36.1% | 43.4%-7.3pp | 55.1%-19.0pp | 69.3%-33.2pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $741 | $679+9.2% | $1,206-38.5% | $2,281-67.5% |
| Participant deferral / active EE | $1,123 | $1,185-5.3% | $1,897-40.8% | $3,203-64.9% |
| Admin fee / account holder | $73 | $2,608-97.2% | $2,697-97.3% | $4,296-98.3% |