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 6-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 | $19,575 | $115,882-83.1% | $100,516-80.5% | $158,922-87.7% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $7,574 | $4,103+84.6% | $3,418+121.6% | $4,761+59.1% |
| Participant deferral / active EE | $11,667 | $6,674+74.8% | $6,270+86.1% | $5,982+95.0% |
| Admin fee / account holder | $7 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |