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 | $8,309 | $25,979-68.0% | $71,735-88.4% | $68,494-87.9% |
| Participation rate | 61.0% | 54.5%+6.5pp | 62.3%-1.3pp | 67.9%-6.9pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,849 | $900+105.3% | $1,704+8.5% | $2,596-28.8% |
| Participant deferral / active EE | $3,270 | $1,522+114.8% | $2,658+23.0% | $4,027-18.8% |
| Admin fee / account holder | $21 | $2,022-98.9% | $3,974-99.5% | $5,403-99.6% |