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 | $29,750 | $142,344-79.1% | $119,609-75.1% | $134,475-77.9% |
| Participation rate | 17.4% | 82.8%-65.4pp | 79.3%-61.9pp | 81.2%-63.8pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,415 | $5,222-53.7% | $4,232-42.9% | $4,740-49.0% |
| Participant deferral / active EE | $2,797 | $6,469-56.8% | $5,602-50.1% | $6,400-56.3% |
| Admin fee / account holder | $22 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |