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 | $22,838 | $96,484-76.3% | $75,886-69.9% | $152,861-85.1% |
| Participation rate | 42.9% | 76.2%-33.3pp | 69.3%-26.4pp | 82.4%-39.6pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $984 | $3,309-70.3% | $2,500-60.6% | $4,762-79.3% |
| Participant deferral / active EE | $8,184 | $4,553+79.7% | $3,603+127.1% | $5,850+39.9% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |