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 5-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 | $23,277 | $124,281-81.3% | $109,143-78.7% | $167,490-86.1% |
| Participation rate | 21.4% | 79.4%-58.0pp | 75.9%-54.4pp | 82.1%-60.7pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $929 | $4,207-77.9% | $3,722-75.0% | $4,837-80.8% |
| Participant deferral / active EE | $4,022 | $5,255-23.5% | $4,653-13.6% | $6,341-36.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |