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 | $38,795 | $104,486-62.9% | $76,817-49.5% | $152,861-74.6% |
| Participation rate | 68.2% | 76.6%-8.4pp | 72.1%-3.9pp | 82.4%-14.3pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $470 | $3,116-84.9% | $2,302-79.6% | $4,762-90.1% |
| Participant deferral / active EE | $1,129 | $4,236-73.3% | $3,336-66.1% | $5,850-80.7% |
| Admin fee / account holder | $88 | $12,275-99.3% | $6,420-98.6% | $11,596-99.2% |