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 | $19,384 | $127,065-84.7% | $113,168-82.9% | $142,382-86.4% |
| Participation rate | 16.7% | 79.2%-62.5pp | 76.6%-59.9pp | 80.1%-63.5pp |
| Annual return | 0.00% | 24.03%-24.0pp | 24.27%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,157 | $3,442-66.4% | $2,975-61.1% | $4,299-73.1% |
| Participant deferral / active EE | $2,017 | $5,716-64.7% | $5,107-60.5% | $6,507-69.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |