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 | $25,876 | $127,386-79.7% | $115,037-77.5% | $125,391-79.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $977 | $5,166-81.1% | $4,608-78.8% | $4,866-79.9% |
| Participant deferral / active EE | $4,510 | $6,423-29.8% | $6,026-25.2% | $5,352-15.7% |
| Admin fee / account holder | $187 | $9,516-98.0% | $8,175-97.7% | $9,540-98.0% |