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 | $18,059 | $99,020-81.8% | $86,590-79.1% | $147,584-87.8% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $5,183 | $3,132+65.5% | $2,839+82.6% | $4,876+6.3% |
| Participant deferral / active EE | $6,733 | $3,972+69.5% | $3,609+86.6% | $5,439+23.8% |
| Admin fee / account holder | $12 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |