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 | $18,035 | $133,958-86.5% | $112,228-83.9% | $134,475-86.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,531 | $4,038+12.2% | $3,635+24.7% | $4,740-4.4% |
| Participant deferral / active EE | $2,823 | $5,291-46.6% | $4,728-40.3% | $6,400-55.9% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |