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 4-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 | $21,309 | $45,863-53.5% | $77,024-72.3% | $68,494-68.9% |
| Participation rate | 25.0% | 55.9%-30.9pp | 67.9%-42.9pp | 67.9%-42.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $556 | $1,650-66.3% | $2,812-80.2% | $2,596-78.6% |
| Participant deferral / active EE | $1,311 | $2,962-55.7% | $4,426-70.4% | $4,027-67.4% |
| Admin fee / account holder | $135 | $3,041-95.6% | $5,425-97.5% | $5,403-97.5% |