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 | $73,028 | $157,256-53.6% | $141,162-48.3% | $152,861-52.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,944 | $5,261-63.0% | $4,735-58.9% | $4,762-59.2% |
| Participant deferral / active EE | $4,763 | $7,109-33.0% | $6,709-29.0% | $5,850-18.6% |
| Admin fee / account holder | $173 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |