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 8-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 | $17,851 | $69,518-74.3% | $59,878-70.2% | $135,375-86.8% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.7%-37.2pp | 82.6%-45.1pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,823 | $3,235-43.6% | $2,722-33.0% | $4,779-61.9% |
| Participant deferral / active EE | $4,871 | $4,206+15.8% | $3,402+43.2% | $5,609-13.2% |
| Admin fee / account holder | $17 | $5,734-99.7% | $3,590-99.5% | $10,827-99.8% |