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 | $21,984 | $77,899-71.8% | $149,673-85.3% | $75,163-70.8% |
| Participation rate | 38.0% | 65.6%-27.6pp | 78.8%-40.8pp | 67.2%-29.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $893 | $3,137-71.6% | $4,818-81.5% | $2,670-66.6% |
| Participant deferral / active EE | $2,149 | $3,411-37.0% | $5,680-62.2% | $4,125-47.9% |
| Admin fee / account holder | $216 | $5,956-96.4% | $13,210-98.4% | $5,651-96.2% |