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 7-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 | $49,265 | $157,256-68.7% | $141,162-65.1% | $152,861-67.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,052 | $5,261-42.0% | $4,735-35.5% | $4,762-35.9% |
| Participant deferral / active EE | $6,112 | $7,109-14.0% | $6,709-8.9% | $5,850+4.5% |
| Admin fee / account holder | $247 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |