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 10-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 | $43,595 | $75,828-42.5% | $147,614-70.5% | $59,632-26.9% |
| Participation rate | 59.5% | 71.6%-12.1pp | 84.6%-25.2pp | 68.7%-9.2pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $647 | $3,485-81.4% | $5,564-88.4% | $2,203-70.6% |
| Participant deferral / active EE | $1,678 | $3,130-46.4% | $4,895-65.7% | $3,192-47.4% |
| Admin fee / account holder | $191 | $5,985-96.8% | $11,611-98.4% | $4,297-95.6% |