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 5-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 | $17,978 | $185,200-90.3% | $142,863-87.4% | $167,490-89.3% |
| Participation rate | 57.1% | 78.4%-21.3pp | 71.9%-14.8pp | 82.1%-25.0pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,798 | $5,604-32.2% | $4,144-8.3% | $4,837-21.5% |
| Participant deferral / active EE | $4,799 | $4,494+6.8% | $3,837+25.1% | $6,341-24.3% |
| Admin fee / account holder | $55 | $8,031-99.3% | $6,560-99.2% | $12,309-99.5% |