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 | $32,286 | $99,652-67.6% | $78,778-59.0% | $147,584-78.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,852 | $2,796-33.7% | $1,986-6.7% | $4,876-62.0% |
| Participant deferral / active EE | $9,042 | $3,664+146.8% | $2,958+205.6% | $5,439+66.2% |
| Admin fee / account holder | $194 | $7,155-97.3% | $5,134-96.2% | $10,885-98.2% |