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 | $20,893 | $118,450-82.4% | $98,439-78.8% | $139,434-85.0% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 0.00% | 18.94%-18.9pp | 21.16%-21.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,944 | $3,609-46.1% | $3,048-36.2% | $4,751-59.1% |
| Participant deferral / active EE | $3,025 | $5,392-43.9% | $4,738-36.1% | $6,710-54.9% |
| Admin fee / account holder | $41 | $14,026-99.7% | $8,948-99.5% | $11,403-99.6% |