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 | $25,890 | $82,664-68.7% | $125,339-79.3% | $68,494-62.2% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,076 | $3,381-38.6% | $4,814-56.9% | $2,596-20.0% |
| Participant deferral / active EE | $5,324 | $6,110-12.9% | $7,446-28.5% | $4,027+32.2% |
| Admin fee / account holder | $138 | $6,275-97.8% | $10,010-98.6% | $5,403-97.5% |