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 8-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 | $140,578 | $171,865-18.2% | $149,718-6.1% | $147,584-4.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,436 | $6,275-77.1% | $5,445-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $7,412 | $7,271+1.9% | $6,569+12.8% | $5,439+36.3% |
| Admin fee / account holder | $20 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |