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 | $23,798 | $56,357-57.8% | $104,294-77.2% | $68,494-65.3% |
| Participation rate | 49.4% | 63.3%-13.8pp | 73.3%-23.8pp | 67.9%-18.5pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,006 | $1,960-48.7% | $3,372-70.2% | $2,596-61.2% |
| Participant deferral / active EE | $2,300 | $3,077-25.3% | $4,625-50.3% | $4,027-42.9% |
| Admin fee / account holder | $118 | $4,903-97.6% | $7,339-98.4% | $5,403-97.8% |