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 | $18,405 | $77,899-76.4% | $149,673-87.7% | $75,163-75.5% |
| Participation rate | 28.9% | 65.6%-36.6pp | 78.8%-49.8pp | 67.2%-38.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,795 | $3,137-42.8% | $4,818-62.7% | $2,670-32.8% |
| Participant deferral / active EE | $931 | $3,411-72.7% | $5,680-83.6% | $4,125-77.4% |
| Admin fee / account holder | $83 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |