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 | $47,754 | $108,642-56.0% | $74,701-36.1% | $152,861-68.8% |
| Participation rate | 40.0% | 65.3%-25.3pp | 54.5%-14.5pp | 82.4%-42.4pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $747 | $1,503-50.3% | $1,084-31.1% | $4,762-84.3% |
| Participant deferral / active EE | $4,255 | $2,712+56.9% | $1,964+116.7% | $5,850-27.3% |
| Admin fee / account holder | $45 | $4,902-99.1% | $3,333-98.7% | $11,596-99.6% |