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 | $18,309 | $105,998-82.7% | $92,233-80.1% | $147,584-87.6% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,868 | $4,333-56.9% | $3,679-49.2% | $4,876-61.7% |
| Participant deferral / active EE | $5,446 | $4,478+21.6% | $3,897+39.8% | $5,439+0.1% |
| Admin fee / account holder | $14 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |