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 | $22,976 | $117,381-80.4% | $99,443-76.9% | $152,861-85.0% |
| Participation rate | 46.2% | 77.5%-31.4pp | 73.8%-27.7pp | 82.4%-36.3pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,718 | $3,013-43.0% | $2,540-32.3% | $4,762-63.9% |
| Participant deferral / active EE | $4,238 | $4,086+3.7% | $3,619+17.1% | $5,850-27.6% |
| Admin fee / account holder | $25 | $7,631-99.7% | $6,250-99.6% | $11,596-99.8% |