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 | $49,799 | $82,286-39.5% | $68,791-27.6% | $134,475-63.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,082 | $3,301-67.2% | $2,655-59.3% | $4,740-77.2% |
| Participant deferral / active EE | $3,711 | $4,739-21.7% | $3,941-5.8% | $6,400-42.0% |
| Admin fee / account holder | $58 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |