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 3-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 | $33,215 | $175,202-81.0% | $149,673-77.8% | $139,434-76.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,922 | $5,474-64.9% | $4,818-60.1% | $4,751-59.6% |
| Participant deferral / active EE | $5,710 | $6,519-12.4% | $5,680+0.5% | $6,710-14.9% |
| Admin fee / account holder | $112 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |