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 | $12,798 | $85,022-84.9% | $70,515-81.9% | $139,434-90.8% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,030 | $3,909-73.6% | $2,973-65.4% | $4,751-78.3% |
| Participant deferral / active EE | $5,012 | $5,890-14.9% | $4,567+9.7% | $6,710-25.3% |
| Admin fee / account holder | $294 | $8,906-96.7% | $6,412-95.4% | $11,403-97.4% |