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 8-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 | $51,369 | $61,660-16.7% | $80,019-35.8% | $64,186-20.0% |
| Participation rate | 33.9% | 71.7%-37.8pp | 75.8%-41.9pp | 69.6%-35.6pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,023 | $1,810-43.5% | $2,468-58.6% | $2,381-57.0% |
| Participant deferral / active EE | $1,505 | $2,968-49.3% | $3,686-59.2% | $3,470-56.6% |
| Admin fee / account holder | $285 | $5,417-94.7% | $6,521-95.6% | $4,888-94.2% |