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 | $11,217 | $73,867-84.8% | $143,757-92.2% | $68,494-83.6% |
| Participation rate | 28.0% | 66.7%-38.7pp | 80.3%-52.3pp | 67.9%-39.9pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $719 | $3,184-77.4% | $4,951-85.5% | $2,596-72.3% |
| Participant deferral / active EE | $1,763 | $3,384-47.9% | $5,637-68.7% | $4,027-56.2% |
| Admin fee / account holder | $109 | $5,755-98.1% | $14,673-99.3% | $5,403-98.0% |