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 4-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 | $52,038 | $75,828-31.4% | $147,614-64.7% | $59,632-12.7% |
| Participation rate | 45.3% | 71.6%-26.2pp | 84.6%-39.3pp | 68.7%-23.3pp |
| Annual return | 0.89% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,505 | $3,485-28.1% | $5,564-55.0% | $2,203+13.7% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $274 | $5,985-95.4% | $11,611-97.6% | $4,297-93.6% |