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 | $11,994 | $95,862-87.5% | $79,550-84.9% | $134,475-91.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $947 | $3,128-69.7% | $2,413-60.8% | $4,740-80.0% |
| Participant deferral / active EE | $7,148 | $4,693+52.3% | $3,985+79.4% | $6,400+11.7% |
| Admin fee / account holder | $155 | $9,126-98.3% | $6,832-97.7% | $11,426-98.6% |