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 | $30,891 | $157,256-80.4% | $141,162-78.1% | $152,861-79.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,244 | $5,261-57.3% | $4,735-52.6% | $4,762-52.9% |
| Participant deferral / active EE | $12,000 | $7,109+68.8% | $6,709+78.9% | $5,850+105.1% |
| Admin fee / account holder | $274 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |