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 | $29,929 | $228,332-86.9% | $185,823-83.9% | $158,922-81.2% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,208 | $4,967-75.7% | $4,087-70.4% | $4,761-74.6% |
| Participant deferral / active EE | $5,331 | $6,415-16.9% | $5,632-5.3% | $5,982-10.9% |
| Admin fee / account holder | $27 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |