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 8-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 | $37,453 | $97,757-61.7% | $83,848-55.3% | $135,375-72.3% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,114 | $4,222-73.6% | $3,631-69.3% | $4,779-76.7% |
| Participant deferral / active EE | $4,933 | $4,682+5.4% | $4,082+20.9% | $5,609-12.0% |
| Admin fee / account holder | $283 | $6,674-95.8% | $5,478-94.8% | $10,827-97.4% |