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 | $12,894 | $48,265-73.3% | $68,791-81.3% | $68,494-81.2% |
| Participation rate | 38.9% | 60.7%-21.8pp | 69.0%-30.1pp | 67.9%-29.0pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $967 | $1,829-47.1% | $2,655-63.6% | $2,596-62.8% |
| Participant deferral / active EE | $2,444 | $2,867-14.8% | $3,941-38.0% | $4,027-39.3% |
| Admin fee / account holder | $214 | $4,355-95.1% | $4,932-95.7% | $5,403-96.0% |