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 10-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 | $26,039 | $105,630-75.3% | $87,507-70.2% | $273,961-90.5% |
| Participation rate | 44.4% | 78.2%-33.8pp | 73.8%-29.4pp | 83.0%-38.6pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $7,068 | $3,141+125.1% | $2,550+177.2% | $4,869+45.2% |
| Participant deferral / active EE | $5,955 | $3,601+65.4% | $3,149+89.1% | $5,287+12.6% |
| Admin fee / account holder | $42 | $4,781-99.1% | $4,221-99.0% | $10,132-99.6% |