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 | $48,814 | $96,484-49.4% | $75,886-35.7% | $152,861-68.1% |
| Participation rate | 40.9% | 76.2%-35.3pp | 69.3%-28.4pp | 82.4%-41.5pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $875 | $3,309-73.6% | $2,500-65.0% | $4,762-81.6% |
| Participant deferral / active EE | $1,779 | $4,553-60.9% | $3,603-50.6% | $5,850-69.6% |
| Admin fee / account holder | $170 | $8,078-97.9% | $5,418-96.9% | $11,596-98.5% |