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 | $51,730 | $176,056-70.6% | $159,436-67.6% | $167,490-69.1% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,707 | $5,297-48.9% | $4,829-43.9% | $4,837-44.0% |
| Participant deferral / active EE | $11,538 | $7,750+48.9% | $7,352+56.9% | $6,341+82.0% |
| Admin fee / account holder | $211 | $12,554-98.3% | $10,799-98.0% | $12,309-98.3% |