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 | $83,797 | $176,662-52.6% | $130,648-35.9% | $152,861-45.2% |
| Participation rate | 27.3% | 79.0%-51.7pp | 71.7%-44.5pp | 82.4%-55.2pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $263 | $5,742-95.4% | $4,092-93.6% | $4,762-94.5% |
| Participant deferral / active EE | $1,134 | $4,361-74.0% | $3,603-68.5% | $5,850-80.6% |
| Admin fee / account holder | $116 | $7,133-98.4% | $5,464-97.9% | $11,596-99.0% |