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 | $21,279 | $103,376-79.4% | $87,100-75.6% | $152,861-86.1% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,279 | $3,220-60.3% | $2,521-49.3% | $4,762-73.1% |
| Participant deferral / active EE | $4,749 | $4,778-0.6% | $4,049+17.3% | $5,850-18.8% |
| Admin fee / account holder | $276 | $12,205-97.7% | $7,497-96.3% | $11,596-97.6% |