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 | $17,302 | $107,334-83.9% | $92,893-81.4% | $152,861-88.7% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,711 | $4,221-59.5% | $3,653-53.2% | $4,762-64.1% |
| Participant deferral / active EE | $5,226 | $4,845+7.9% | $4,236+23.4% | $5,850-10.7% |
| Admin fee / account holder | $69 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |