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 | $16,209 | $97,757-83.4% | $83,848-80.7% | $135,375-88.0% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,545 | $4,222-63.4% | $3,631-57.4% | $4,779-67.7% |
| Participant deferral / active EE | $9,093 | $4,682+94.2% | $4,082+122.8% | $5,609+62.1% |
| Admin fee / account holder | $18 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |