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 | $22,735 | $105,126-78.4% | $94,646-76.0% | $139,434-83.7% |
| Participation rate | 68.4% | 82.4%-13.9pp | 80.8%-12.4pp | 80.3%-11.9pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,308 | $4,106-68.1% | $3,672-64.4% | $4,751-72.5% |
| Participant deferral / active EE | $2,388 | $7,599-68.6% | $7,418-67.8% | $6,710-64.4% |
| Admin fee / account holder | $14 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |