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 | $16,759 | $133,958-87.5% | $112,228-85.1% | $134,475-87.5% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,184 | $4,038-70.7% | $3,635-67.4% | $4,740-75.0% |
| Participant deferral / active EE | $5,078 | $5,291-4.0% | $4,728+7.4% | $6,400-20.7% |
| Admin fee / account holder | $16 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |