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 10-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 | $37,775 | $50,898-25.8% | $171,082-77.9% | $55,167-31.5% |
| Participation rate | 55.0% | 63.3%-8.3pp | 76.7%-21.7pp | 69.0%-14.0pp |
| Annual return | 0.00% | 15.34%-15.3pp | 32.56%-32.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,051 | $1,433+43.1% | $4,002-48.8% | $1,963+4.5% |
| Participant deferral / active EE | $4,139 | $2,994+38.2% | $4,797-13.7% | $3,054+35.5% |
| Admin fee / account holder | $266 | $500-46.7% | $8,520-96.9% | $504-47.2% |