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 | $39,889 | $96,635-58.7% | $86,612-53.9% | $139,434-71.4% |
| Participation rate | 18.2% | 74.4%-56.2pp | 71.7%-53.5pp | 80.3%-62.1pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $457 | $3,263-86.0% | $3,022-84.9% | $4,751-90.4% |
| Participant deferral / active EE | $1,947 | $4,836-59.7% | $4,438-56.1% | $6,710-71.0% |
| Admin fee / account holder | $61 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |