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 9-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 | $34,943 | $47,944-27.1% | $67,834-48.5% | $62,891-44.4% |
| Participation rate | 53.3% | 61.1%-7.7pp | 68.8%-15.5pp | 69.3%-16.0pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,415 | $1,562-9.4% | $2,403-41.1% | $2,281-38.0% |
| Participant deferral / active EE | $2,273 | $2,247+1.2% | $3,160-28.1% | $3,203-29.0% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |