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 | $7,851 | $48,265-83.7% | $68,791-88.6% | $68,494-88.5% |
| Participation rate | 57.6% | 60.7%-3.1pp | 69.0%-11.4pp | 67.9%-10.3pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,895 | $1,829+3.6% | $2,655-28.6% | $2,596-27.0% |
| Participant deferral / active EE | $3,091 | $2,867+7.8% | $3,941-21.6% | $4,027-23.2% |
| Admin fee / account holder | $57 | $4,355-98.7% | $4,932-98.9% | $5,403-99.0% |