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 | $11,418 | $93,024-87.7% | $77,024-85.2% | $134,475-91.5% |
| Participation rate | 53.8% | 74.5%-20.6pp | 67.9%-14.1pp | 81.2%-27.4pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,411 | $3,418-29.5% | $2,812-14.3% | $4,740-49.1% |
| Participant deferral / active EE | $4,905 | $5,238-6.3% | $4,426+10.8% | $6,400-23.4% |
| Admin fee / account holder | $258 | $6,944-96.3% | $5,425-95.2% | $11,426-97.7% |