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 5-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 | $26,359 | $110,809-76.2% | $86,874-69.7% | $167,490-84.3% |
| Participation rate | 42.9% | 75.8%-32.9pp | 71.6%-28.8pp | 82.1%-39.2pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,066 | $3,244-67.1% | $2,495-57.3% | $4,837-78.0% |
| Participant deferral / active EE | $1,845 | $4,546-59.4% | $3,699-50.1% | $6,341-70.9% |
| Admin fee / account holder | $182 | $8,415-97.8% | $5,828-96.9% | $12,309-98.5% |