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 | $9,815 | $110,261-91.1% | $95,745-89.7% | $139,434-93.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $466 | $3,257-85.7% | $2,835-83.5% | $4,751-90.2% |
| Participant deferral / active EE | $3,140 | $4,676-32.9% | $4,245-26.0% | $6,710-53.2% |
| Admin fee / account holder | $19 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |