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 | $23,578 | $48,795-51.7% | $65,493-64.0% | $84,808-72.2% |
| Participation rate | 37.9% | 67.0%-29.1pp | 73.1%-35.2pp | 68.3%-30.4pp |
| Annual return | 0.00% | 20.20%-20.2pp | 982.45%-982.4pp | 40.90%-40.9pp |
| Employer contribution / active EE | $374 | $1,930-80.6% | $2,574-85.5% | $2,631-85.8% |
| Participant deferral / active EE | $966 | $2,928-67.0% | $3,961-75.6% | $4,212-77.1% |
| Admin fee / account holder | $35 | $3,877-99.1% | $5,028-99.3% | $7,344-99.5% |