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 | $34,766 | $94,529-63.2% | $140,016-75.2% | $64,186-45.8% |
| Participation rate | 53.8% | 84.1%-30.2pp | 87.5%-33.7pp | 69.6%-15.7pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.12%-651.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $10,211 | $3,812+167.8% | $5,606+82.1% | $2,381+328.9% |
| Participant deferral / active EE | $8,484 | $5,250+61.6% | $6,927+22.5% | $3,470+144.5% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |