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 | $81,599 | $142,344-42.7% | $119,609-31.8% | $134,475-39.3% |
| Participation rate | 40.9% | 82.8%-41.9pp | 79.3%-38.4pp | 81.2%-40.3pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,104 | $5,222-78.9% | $4,232-73.9% | $4,740-76.7% |
| Participant deferral / active EE | $2,524 | $6,469-61.0% | $5,602-54.9% | $6,400-60.6% |
| Admin fee / account holder | $270 | $13,584-98.0% | $10,323-97.4% | $11,426-97.6% |