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 | $30,734 | $48,046-36.0% | $84,611-63.7% | $72,985-57.9% |
| Participation rate | 4.3% | 57.6%-53.3pp | 68.2%-64.0pp | 69.5%-65.2pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $351 | $1,602-78.1% | $2,652-86.8% | $2,440-85.6% |
| Participant deferral / active EE | $936 | $2,680-65.1% | $3,899-76.0% | $3,607-74.0% |
| Admin fee / account holder | $4 | $3,395-99.9% | $4,912-99.9% | $5,124-99.9% |