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 5-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 | $32,744 | $63,346-48.3% | $92,233-64.5% | $70,131-53.3% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.2pp | 69.5%-0.3pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,711 | $2,471-30.8% | $3,679-53.5% | $2,342-27.0% |
| Participant deferral / active EE | $3,085 | $2,854+8.1% | $3,897-20.8% | $3,332-7.4% |
| Admin fee / account holder | $170 | $3,840-95.6% | $5,194-96.7% | $4,645-96.3% |