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 | $8,262 | $99,921-91.7% | $85,009-90.3% | $145,959-94.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 83.89%-83.9pp | 66.47%-66.5pp | 561.95%-561.9pp |
| Employer contribution / active EE | $693 | $3,233-78.6% | $2,728-74.6% | $4,661-85.1% |
| Participant deferral / active EE | $3,499 | $5,293-33.9% | $4,522-22.6% | $6,689-47.7% |
| Admin fee / account holder | $291 | $7,252-96.0% | $6,153-95.3% | $13,398-97.8% |