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 | $11,838 | $53,162-77.7% | $91,220-87.0% | $68,494-82.7% |
| Participation rate | 48.8% | 63.2%-14.4pp | 73.2%-24.4pp | 67.9%-19.1pp |
| Annual return | -19.33% | -3.14%-16.2pp | 114.01%-133.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,415 | $1,709-17.2% | $2,850-50.4% | $2,596-45.5% |
| Participant deferral / active EE | $2,056 | $2,974-30.8% | $4,234-51.4% | $4,027-48.9% |
| Admin fee / account holder | $227 | $4,493-95.0% | $5,420-95.8% | $5,403-95.8% |