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 6-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 | $21,290 | $91,190-76.7% | $178,490-88.1% | $79,858-73.3% |
| Participation rate | 53.6% | 69.2%-15.6pp | 81.9%-28.3pp | 69.6%-16.0pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,398 | $3,256-57.1% | $5,011-72.1% | $2,471-43.4% |
| Participant deferral / active EE | $2,522 | $3,236-22.1% | $5,202-51.5% | $3,740-32.6% |
| Admin fee / account holder | $209 | $6,751-96.9% | $13,984-98.5% | $5,306-96.1% |