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 3-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 | $27,468 | $148,534-81.5% | $135,903-79.8% | $139,434-80.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,451 | $5,243-34.2% | $4,856-28.9% | $4,751-27.4% |
| Participant deferral / active EE | $13,757 | $8,100+69.8% | $7,758+77.3% | $6,710+105.0% |
| Admin fee / account holder | $208 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |