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 | $15,938 | $93,024-82.9% | $77,024-79.3% | $134,475-88.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $691 | $3,418-79.8% | $2,812-75.4% | $4,740-85.4% |
| Participant deferral / active EE | $10,000 | $5,238+90.9% | $4,426+125.9% | $6,400+56.3% |
| Admin fee / account holder | $60 | $6,944-99.1% | $5,425-98.9% | $11,426-99.5% |