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 | $62,869 | $154,117-59.2% | $129,995-51.6% | $139,434-54.9% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.5%-36.8pp | 80.3%-38.7pp |
| Annual return | 0.00% | 32.48%-32.5pp | -137.18%+137.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,708 | $5,289-67.7% | $4,320-60.5% | $4,751-64.0% |
| Participant deferral / active EE | $2,480 | $6,710-63.0% | $5,820-57.4% | $6,710-63.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |