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 | $27,410 | $157,256-82.6% | $141,162-80.6% | $152,861-82.1% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.2pp | 82.4%-60.2pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,430 | $5,261-72.8% | $4,735-69.8% | $4,762-70.0% |
| Participant deferral / active EE | $7,206 | $7,109+1.4% | $6,709+7.4% | $5,850+23.2% |
| Admin fee / account holder | $59 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |