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 | $23,841 | $104,907-77.3% | $84,611-71.8% | $152,861-84.4% |
| Participation rate | 14.3% | 74.8%-60.5pp | 68.2%-53.9pp | 82.4%-68.2pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $626 | $3,302-81.0% | $2,652-76.4% | $4,762-86.9% |
| Participant deferral / active EE | $2,714 | $4,688-42.1% | $3,899-30.4% | $5,850-53.6% |
| Admin fee / account holder | $13 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |