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 | $93,388 | $93,571-0.2% | $135,903-31.3% | $75,163+24.2% |
| Participation rate | 51.2% | 75.2%-24.0pp | 81.9%-30.7pp | 67.2%-16.0pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $7,694 | $3,537+117.5% | $4,856+58.4% | $2,670+188.2% |
| Participant deferral / active EE | $2,781 | $6,404-56.6% | $7,758-64.2% | $4,125-32.6% |
| Admin fee / account holder | $231 | $6,975-96.7% | $10,762-97.9% | $5,651-95.9% |