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 | $46,810 | $89,355-47.6% | $141,162-66.8% | $72,985-35.9% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $21,183 | $3,114+580.2% | $4,735+347.4% | $2,440+768.2% |
| Participant deferral / active EE | $9,089 | $5,418+67.8% | $6,709+35.5% | $3,607+152.0% |
| Admin fee / account holder | $20 | $5,958-99.7% | $10,261-99.8% | $5,124-99.6% |