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 6-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 | $64,249 | $78,422-18.1% | $95,952-33.0% | $79,858-19.5% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,563 | $1,945-19.6% | $2,541-38.5% | $2,471-36.7% |
| Participant deferral / active EE | $5,072 | $3,440+47.4% | $4,167+21.7% | $3,740+35.6% |
| Admin fee / account holder | $58 | $5,622-99.0% | $6,795-99.2% | $5,306-98.9% |