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 | $31,135 | $110,257-71.8% | $96,544-67.8% | $139,434-77.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,256 | $3,620-37.7% | $2,965-23.9% | $4,751-52.5% |
| Participant deferral / active EE | $7,332 | $5,548+32.2% | $4,851+51.1% | $6,710+9.3% |
| Admin fee / account holder | $204 | $11,591-98.2% | $8,252-97.5% | $11,403-98.2% |