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 | $70,515 | $103,376-31.8% | $87,100-19.0% | $152,861-53.9% |
| Participation rate | 30.0% | 79.3%-49.3pp | 76.9%-46.9pp | 82.4%-52.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $781 | $3,220-75.7% | $2,521-69.0% | $4,762-83.6% |
| Participant deferral / active EE | $7,600 | $4,778+59.1% | $4,049+87.7% | $5,850+29.9% |
| Admin fee / account holder | $214 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |