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 5-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 | $23,814 | $127,264-81.3% | $109,895-78.3% | $167,490-85.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,463 | $3,322-25.9% | $2,842-13.3% | $4,837-49.1% |
| Participant deferral / active EE | $13,000 | $4,514+188.0% | $4,048+221.2% | $6,341+105.0% |
| Admin fee / account holder | $41 | $7,114-99.4% | $6,066-99.3% | $12,309-99.7% |