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 | $84,383 | $78,694+7.2% | $67,652+24.7% | $125,391-32.7% |
| Participation rate | 16.7% | 78.8%-62.1pp | 75.7%-59.0pp | 83.2%-66.5pp |
| Annual return | 0.01% | 9.46%-9.4pp | 6625.04%-6625.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $987 | $3,044-67.6% | $2,266-56.4% | $4,866-79.7% |
| Participant deferral / active EE | $4,000 | $4,292-6.8% | $3,560+12.4% | $5,352-25.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |