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 | $5,499 | $82,286-93.3% | $68,791-92.0% | $134,475-95.9% |
| Participation rate | 69.6% | 75.1%-5.5pp | 69.0%+0.5pp | 81.2%-11.7pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,190 | $3,301-64.0% | $2,655-55.2% | $4,740-74.9% |
| Participant deferral / active EE | $3,042 | $4,739-35.8% | $3,941-22.8% | $6,400-52.5% |
| Admin fee / account holder | $122 | $6,481-98.1% | $4,932-97.5% | $11,426-98.9% |