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 | $34,871 | $102,317-65.9% | $146,958-76.3% | $80,856-56.9% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.2%-30.6pp | 67.6%-16.1pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,406 | $3,713-62.1% | $4,933-71.5% | $2,755-49.0% |
| Participant deferral / active EE | $4,658 | $6,644-29.9% | $8,070-42.3% | $4,296+8.4% |
| Admin fee / account holder | $154 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |