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 6-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 | $32,201 | $65,041-50.5% | $90,951-64.6% | $79,858-59.7% |
| Participation rate | 35.7% | 61.6%-25.9pp | 69.0%-33.3pp | 69.6%-33.9pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $968 | $1,247-22.4% | $2,122-54.4% | $2,471-60.8% |
| Participant deferral / active EE | $2,159 | $2,512-14.1% | $3,373-36.0% | $3,740-42.3% |
| Admin fee / account holder | $31 | $4,536-99.3% | $5,959-99.5% | $5,306-99.4% |