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 | $17,604 | $133,958-86.9% | $112,228-84.3% | $134,475-86.9% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,817 | $4,038-55.0% | $3,635-50.0% | $4,740-61.7% |
| Participant deferral / active EE | $2,611 | $5,291-50.7% | $4,728-44.8% | $6,400-59.2% |
| Admin fee / account holder | $50 | $7,489-99.3% | $6,410-99.2% | $11,426-99.6% |