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 | $10,991 | $69,207-84.1% | $64,056-82.8% | $139,434-92.1% |
| Participation rate | 58.3% | 75.6%-17.3pp | 72.3%-14.0pp | 80.3%-22.0pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,872 | $3,182-41.2% | $2,747-31.8% | $4,751-60.6% |
| Participant deferral / active EE | $4,915 | $4,682+5.0% | $3,880+26.7% | $6,710-26.7% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |