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 9-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 | $49,170 | $84,233-41.6% | $170,442-71.2% | $70,131-29.9% |
| Participation rate | 43.1% | 70.8%-27.8pp | 83.6%-40.5pp | 69.5%-26.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $714 | $3,387-78.9% | $5,433-86.9% | $2,342-69.5% |
| Participant deferral / active EE | $1,605 | $3,086-48.0% | $4,939-67.5% | $3,332-51.8% |
| Admin fee / account holder | $113 | $5,698-98.0% | $13,880-99.2% | $4,645-97.6% |