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 6-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 | $97,600 | $176,377-44.7% | $134,143-27.2% | $158,922-38.6% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $343 | $5,040-93.2% | $3,704-90.7% | $4,761-92.8% |
| Participant deferral / active EE | $838 | $4,091-79.5% | $3,499-76.1% | $5,982-86.0% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |