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 7-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 | $16,465 | $90,600-81.8% | $79,464-79.3% | $135,375-87.8% |
| Participation rate | 16.7% | 76.0%-59.4pp | 73.3%-56.7pp | 82.6%-66.0pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $121 | $3,068-96.1% | $2,800-95.7% | $4,779-97.5% |
| Participant deferral / active EE | $2,628 | $4,050-35.1% | $3,704-29.0% | $5,609-53.1% |
| Admin fee / account holder | $1 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |