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 7-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 | $20,785 | $107,334-80.6% | $92,893-77.6% | $152,861-86.4% |
| Participation rate | 21.4% | 79.8%-58.4pp | 76.0%-54.6pp | 82.4%-61.0pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,181 | $4,221-48.3% | $3,653-40.3% | $4,762-54.2% |
| Participant deferral / active EE | $2,097 | $4,845-56.7% | $4,236-50.5% | $5,850-64.1% |
| Admin fee / account holder | $143 | $7,079-98.0% | $5,794-97.5% | $11,596-98.8% |