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 | $29,070 | $90,503-67.9% | $78,689-63.1% | $273,961-89.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,091 | $3,176-65.6% | $2,851-61.7% | $4,869-77.6% |
| Participant deferral / active EE | $3,414 | $3,901-12.5% | $3,517-2.9% | $5,287-35.4% |
| Admin fee / account holder | $38 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |