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 | $32,676 | $148,534-78.0% | $135,903-76.0% | $139,434-76.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,825 | $5,243-65.2% | $4,856-62.4% | $4,751-61.6% |
| Participant deferral / active EE | $5,227 | $8,100-35.5% | $7,758-32.6% | $6,710-22.1% |
| Admin fee / account holder | $108 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |