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 | $15,233 | $53,596-71.6% | $90,645-83.2% | $64,186-76.3% |
| Participation rate | 69.3% | 64.5%+4.8pp | 74.0%-4.7pp | 69.6%-0.2pp |
| Annual return | 0.34% | 4.41%-4.1pp | 1.88%-1.5pp | 7.63%-7.3pp |
| Employer contribution / active EE | $819 | $1,503-45.5% | $2,532-67.7% | $2,381-65.6% |
| Participant deferral / active EE | $983 | $2,459-60.0% | $3,425-71.3% | $3,470-71.7% |
| Admin fee / account holder | $116 | $3,868-97.0% | $4,994-97.7% | $4,888-97.6% |