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 4-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 | $22,175 | $64,707-65.7% | $112,228-80.2% | $68,494-67.6% |
| Participation rate | 51.7% | 67.2%-15.4pp | 75.1%-23.3pp | 67.9%-16.2pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,181 | $2,746-57.0% | $3,635-67.5% | $2,596-54.5% |
| Participant deferral / active EE | $3,812 | $3,565+6.9% | $4,728-19.4% | $4,027-5.3% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |