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 | $5,970 | $85,022-93.0% | $70,515-91.5% | $139,434-95.7% |
| Participation rate | 56.3% | 73.9%-17.7pp | 68.3%-12.1pp | 80.3%-24.1pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,086 | $3,909-72.2% | $2,973-63.5% | $4,751-77.1% |
| Participant deferral / active EE | $2,557 | $5,890-56.6% | $4,567-44.0% | $6,710-61.9% |
| Admin fee / account holder | $256 | $8,906-97.1% | $6,412-96.0% | $11,403-97.8% |