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 | $24,032 | $81,233-70.4% | $155,567-84.6% | $80,874-70.3% |
| Participation rate | 22.4% | 66.2%-43.8pp | 78.2%-55.8pp | 67.6%-45.3pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $650 | $3,101-79.0% | $4,674-86.1% | $2,756-76.4% |
| Participant deferral / active EE | $1,998 | $3,452-42.1% | $5,628-64.5% | $4,297-53.5% |
| Admin fee / account holder | $75 | $7,998-99.1% | $15,916-99.5% | $6,935-98.9% |