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 | $17,771 | $106,543-83.3% | $91,220-80.5% | $134,475-86.8% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $951 | $3,331-71.4% | $2,850-66.6% | $4,740-79.9% |
| Participant deferral / active EE | $4,996 | $4,719+5.9% | $4,234+18.0% | $6,400-21.9% |
| Admin fee / account holder | $38 | $6,231-99.4% | $5,420-99.3% | $11,426-99.7% |