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 | $27,345 | $84,487-67.6% | $125,339-78.2% | $66,914-59.1% |
| Participation rate | 38.5% | 76.4%-37.9pp | 82.4%-43.8pp | 69.8%-31.3pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,449 | $3,553-59.2% | $4,814-69.9% | $2,544-43.1% |
| Participant deferral / active EE | $3,656 | $6,781-46.1% | $7,446-50.9% | $4,237-13.7% |
| Admin fee / account holder | $120 | $685-82.4% | $10,010-98.8% | $593-79.7% |