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 | $13,705 | $46,674-70.6% | $117,472-88.3% | $68,494-80.0% |
| Participation rate | 54.8% | 56.8%-1.9pp | 70.6%-15.7pp | 67.9%-13.0pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,562 | $1,505+70.3% | $4,176-38.7% | $2,596-1.3% |
| Participant deferral / active EE | $5,189 | $2,636+96.9% | $4,070+27.5% | $4,027+28.9% |
| Admin fee / account holder | $228 | $4,020-94.3% | $5,645-96.0% | $5,403-95.8% |