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 8-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 | $22,609 | $99,020-77.2% | $86,590-73.9% | $147,584-84.7% |
| Participation rate | 56.5% | 76.3%-19.8pp | 73.5%-17.0pp | 82.8%-26.3pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $222 | $3,132-92.9% | $2,839-92.2% | $4,876-95.4% |
| Participant deferral / active EE | $942 | $3,972-76.3% | $3,609-73.9% | $5,439-82.7% |
| Admin fee / account holder | $77 | $5,710-98.7% | $4,906-98.4% | $10,885-99.3% |