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 8-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 | $13,204 | $95,193-86.1% | $76,523-82.7% | $135,375-90.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $832 | $3,302-74.8% | $2,647-68.6% | $4,779-82.6% |
| Participant deferral / active EE | $5,348 | $4,639+15.3% | $3,835+39.4% | $5,609-4.7% |
| Admin fee / account holder | $158 | $6,249-97.5% | $4,848-96.7% | $10,827-98.5% |