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 | $18,095 | $65,061-72.2% | $143,757-87.4% | $66,914-73.0% |
| Participation rate | 57.8% | 65.2%-7.4pp | 80.3%-22.5pp | 69.8%-12.0pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $903 | $2,361-61.7% | $4,951-81.8% | $2,544-64.5% |
| Participant deferral / active EE | $1,672 | $2,919-42.7% | $5,637-70.3% | $4,237-60.5% |
| Admin fee / account holder | $18 | $502-96.4% | $14,673-99.9% | $593-96.9% |