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 | $40,803 | $34,308+18.9% | $74,701-45.4% | $72,985-44.1% |
| Participation rate | 20.0% | 42.4%-22.4pp | 54.5%-34.5pp | 69.5%-49.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $283 | $692-59.1% | $1,084-73.9% | $2,440-88.4% |
| Participant deferral / active EE | $1,763 | $1,271+38.7% | $1,964-10.2% | $3,607-51.1% |
| Admin fee / account holder | $198 | $2,124-90.7% | $3,333-94.0% | $5,124-96.1% |