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 6-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 | $45,280 | $109,327-58.6% | $89,391-49.3% | $158,922-71.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,873 | $3,170-40.9% | $2,586-27.5% | $4,761-60.7% |
| Participant deferral / active EE | $3,264 | $4,598-29.0% | $3,890-16.1% | $5,982-45.4% |
| Admin fee / account holder | $63 | $6,153-99.0% | $4,881-98.7% | $11,246-99.4% |