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 7-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 | $32,638 | $57,354-43.1% | $83,848-61.1% | $64,186-49.2% |
| Participation rate | 55.9% | 68.6%-12.7pp | 76.1%-20.3pp | 69.6%-13.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,818 | $2,545-28.6% | $3,631-49.9% | $2,381-23.6% |
| Participant deferral / active EE | $4,693 | $2,993+56.8% | $4,082+15.0% | $3,470+35.3% |
| Admin fee / account holder | $49 | $4,046-98.8% | $5,478-99.1% | $4,888-99.0% |