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 3-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 | $24,928 | $57,541-56.7% | $95,745-74.0% | $75,163-66.8% |
| Participation rate | 46.2% | 62.5%-16.4pp | 72.3%-26.1pp | 67.2%-21.0pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $751 | $1,808-58.5% | $2,835-73.5% | $2,670-71.9% |
| Participant deferral / active EE | $1,126 | $3,074-63.4% | $4,245-73.5% | $4,125-72.7% |
| Admin fee / account holder | $162 | $4,099-96.1% | $5,678-97.2% | $5,651-97.1% |