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 5-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 | $30,308 | $58,694-48.4% | $142,863-78.8% | $85,850-64.7% |
| Participation rate | 51.9% | 58.5%-6.6pp | 71.9%-20.1pp | 69.3%-17.5pp |
| Annual return | 0.00% | 27.72%-27.7pp | 5637.54%-5637.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $983 | $1,423-30.9% | $4,144-76.3% | $2,565-61.7% |
| Participant deferral / active EE | $1,664 | $2,607-36.2% | $3,837-56.6% | $3,952-57.9% |
| Admin fee / account holder | $176 | $4,239-95.8% | $6,560-97.3% | $6,260-97.2% |