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 | $16,284 | $90,503-82.0% | $78,689-79.3% | $273,961-94.1% |
| Participation rate | 64.3% | 76.5%-12.2pp | 73.6%-9.3pp | 83.0%-18.7pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,620 | $3,176-49.0% | $2,851-43.2% | $4,869-66.7% |
| Participant deferral / active EE | $4,309 | $3,901+10.5% | $3,517+22.5% | $5,287-18.5% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |