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 6-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 | $27,695 | $165,335-83.2% | $149,696-81.5% | $158,922-82.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,177 | $5,103-57.3% | $4,644-53.1% | $4,761-54.3% |
| Participant deferral / active EE | $13,445 | $7,181+87.2% | $6,842+96.5% | $5,982+124.8% |
| Admin fee / account holder | $79 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |