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 | $21,452 | $91,190-76.5% | $178,490-88.0% | $79,858-73.1% |
| Participation rate | 55.2% | 69.2%-14.0pp | 81.9%-26.8pp | 69.6%-14.5pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,339 | $3,236-27.7% | $5,202-55.0% | $3,740-37.5% |
| Admin fee / account holder | $29 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |