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 | $35,736 | $150,440-76.2% | $136,294-73.8% | $147,584-75.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,406 | $5,256-54.2% | $4,695-48.8% | $4,876-50.7% |
| Participant deferral / active EE | $4,231 | $6,630-36.2% | $6,247-32.3% | $5,439-22.2% |
| Admin fee / account holder | $236 | $10,905-97.8% | $9,243-97.5% | $10,885-97.8% |