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 | $23,576 | $107,334-78.0% | $92,893-74.6% | $152,861-84.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,280 | $4,221-69.7% | $3,653-65.0% | $4,762-73.1% |
| Participant deferral / active EE | $7,800 | $4,845+61.0% | $4,236+84.1% | $5,850+33.3% |
| Admin fee / account holder | $120 | $7,079-98.3% | $5,794-97.9% | $11,596-99.0% |