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 | $21,207 | $54,762-61.3% | $90,281-76.5% | $72,985-70.9% |
| Participation rate | 57.5% | 65.1%-7.7pp | 73.3%-15.8pp | 69.5%-12.0pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $755 | $2,092-63.9% | $2,854-73.5% | $2,440-69.1% |
| Participant deferral / active EE | $1,657 | $2,887-42.6% | $3,885-57.4% | $3,607-54.1% |
| Admin fee / account holder | $34 | $3,972-99.1% | $5,351-99.4% | $5,124-99.3% |