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 | $63,118 | $108,642-41.9% | $74,701-15.5% | $152,861-58.7% |
| Participation rate | 53.3% | 65.3%-12.0pp | 54.5%-1.1pp | 82.4%-29.1pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $758 | $1,503-49.5% | $1,084-30.0% | $4,762-84.1% |
| Participant deferral / active EE | $2,995 | $2,712+10.4% | $1,964+52.5% | $5,850-48.8% |
| Admin fee / account holder | $37 | $4,902-99.2% | $3,333-98.9% | $11,596-99.7% |