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 8-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 | $24,096 | $97,757-75.4% | $83,848-71.3% | $135,375-82.2% |
| Participation rate | 15.0% | 80.0%-65.0pp | 76.1%-61.1pp | 82.6%-67.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,326 | $4,222-68.6% | $3,631-63.5% | $4,779-72.3% |
| Participant deferral / active EE | $2,023 | $4,682-56.8% | $4,082-50.4% | $5,609-63.9% |
| Admin fee / account holder | $71 | $6,674-98.9% | $5,478-98.7% | $10,827-99.3% |