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 | $21,694 | $138,044-84.3% | $125,339-82.7% | $134,475-83.9% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | 0.25% | 750.33%-750.1pp | 572.05%-571.8pp | 417.96%-417.7pp |
| Employer contribution / active EE | $1,608 | $5,243-69.3% | $4,814-66.6% | $4,740-66.1% |
| Participant deferral / active EE | $2,839 | $7,799-63.6% | $7,446-61.9% | $6,400-55.6% |
| Admin fee / account holder | $194 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |