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 9-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 | $24,227 | $65,685-63.1% | $57,179-57.6% | $273,961-91.2% |
| Participation rate | 36.4% | 78.3%-42.0pp | 75.3%-39.0pp | 83.0%-46.7pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,674 | $3,279+12.1% | $2,682+37.0% | $4,869-24.5% |
| Participant deferral / active EE | $5,046 | $3,782+33.4% | $3,096+63.0% | $5,287-4.6% |
| Admin fee / account holder | $99 | $4,835-97.9% | $3,139-96.8% | $10,132-99.0% |