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 | $14,097 | $85,202-83.5% | $172,739-91.8% | $72,985-80.7% |
| Participation rate | 67.3% | 70.1%-2.8pp | 82.6%-15.4pp | 69.5%-2.2pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $853 | $3,324-74.3% | $5,143-83.4% | $2,440-65.0% |
| Participant deferral / active EE | $1,101 | $3,260-66.2% | $5,198-78.8% | $3,607-69.5% |
| Admin fee / account holder | $63 | $5,884-98.9% | $13,954-99.5% | $5,124-98.8% |