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 8-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 | $38,699 | $180,449-78.6% | $154,107-74.9% | $135,375-71.4% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,736 | $6,035-71.2% | $5,298-67.2% | $4,779-63.7% |
| Participant deferral / active EE | $3,710 | $5,806-36.1% | $5,081-27.0% | $5,609-33.8% |
| Admin fee / account holder | $144 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |