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 | $8,759 | $93,024-90.6% | $77,024-88.6% | $134,475-93.5% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $629 | $3,418-81.6% | $2,812-77.6% | $4,740-86.7% |
| Participant deferral / active EE | $4,849 | $5,238-7.4% | $4,426+9.6% | $6,400-24.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |