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 | $17,179 | $107,334-84.0% | $92,893-81.5% | $152,861-88.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,519 | $4,221-16.6% | $3,653-3.7% | $4,762-26.1% |
| Participant deferral / active EE | $4,307 | $4,845-11.1% | $4,236+1.7% | $5,850-26.4% |
| Admin fee / account holder | $130 | $7,079-98.2% | $5,794-97.8% | $11,596-98.9% |