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 4-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 | $31,187 | $100,754-69.0% | $86,677-64.0% | $134,475-76.8% |
| Participation rate | 58.8% | 78.9%-20.1pp | 76.6%-17.8pp | 81.2%-22.4pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,503 | $3,489-56.9% | $2,836-47.0% | $4,740-68.3% |
| Participant deferral / active EE | $5,083 | $5,338-4.8% | $4,656+9.2% | $6,400-20.6% |
| Admin fee / account holder | $46 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |