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 | $23,464 | $54,762-57.2% | $90,281-74.0% | $72,985-67.9% |
| Participation rate | 12.0% | 65.1%-53.1pp | 73.3%-61.3pp | 69.5%-57.5pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $612 | $2,092-70.8% | $2,854-78.6% | $2,440-74.9% |
| Participant deferral / active EE | $2,142 | $2,887-25.8% | $3,885-44.9% | $3,607-40.6% |
| Admin fee / account holder | $8 | $3,972-99.8% | $5,351-99.8% | $5,124-99.8% |