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 | $57,211 | $149,679-61.8% | $117,039-51.1% | $147,584-61.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,010 | $4,937-59.3% | $3,785-46.9% | $4,876-58.8% |
| Participant deferral / active EE | $4,248 | $4,912-13.5% | $3,929+8.1% | $5,439-21.9% |
| Admin fee / account holder | $251 | $7,856-96.8% | $5,974-95.8% | $10,885-97.7% |