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 | $36,771 | $85,202-56.8% | $172,739-78.7% | $72,985-49.6% |
| Participation rate | 68.1% | 70.1%-2.0pp | 82.6%-14.6pp | 69.5%-1.4pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,253 | $3,324-32.2% | $5,143-56.2% | $2,440-7.7% |
| Participant deferral / active EE | $3,962 | $3,260+21.5% | $5,198-23.8% | $3,607+9.8% |
| Admin fee / account holder | $33 | $5,884-99.4% | $13,954-99.8% | $5,124-99.4% |