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 9-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 | $23,846 | $95,971-75.2% | $74,550-68.0% | $135,375-82.4% |
| Participation rate | 21.1% | 75.7%-54.6pp | 69.1%-48.1pp | 82.6%-61.6pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $833 | $2,716-69.3% | $1,961-57.5% | $4,779-82.6% |
| Participant deferral / active EE | $2,502 | $3,843-34.9% | $3,108-19.5% | $5,609-55.4% |
| Admin fee / account holder | $19 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |