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 | $21,828 | $185,200-88.2% | $142,863-84.7% | $167,490-87.0% |
| Participation rate | 37.5% | 78.4%-40.9pp | 71.9%-34.4pp | 82.1%-44.6pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $449 | $5,604-92.0% | $4,144-89.2% | $4,837-90.7% |
| Participant deferral / active EE | $4,888 | $4,494+8.8% | $3,837+27.4% | $6,341-22.9% |
| Admin fee / account holder | $13 | $8,031-99.8% | $6,560-99.8% | $12,309-99.9% |