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 | $23,727 | $176,662-86.6% | $130,648-81.8% | $152,861-84.5% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.4%-57.4pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $844 | $5,742-85.3% | $4,092-79.4% | $4,762-82.3% |
| Participant deferral / active EE | $4,750 | $4,361+8.9% | $3,603+31.8% | $5,850-18.8% |
| Admin fee / account holder | $28 | $7,133-99.6% | $5,464-99.5% | $11,596-99.8% |