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 | $14,375 | $93,024-84.5% | $77,024-81.3% | $134,475-89.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.0pp | 81.2%-38.4pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,500 | $5,238+5.0% | $4,426+24.3% | $6,400-14.1% |
| Admin fee / account holder | $27 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |