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 | $59,206 | $65,041-9.0% | $90,951-34.9% | $79,858-25.9% |
| Participation rate | 68.8% | 61.6%+7.1pp | 69.0%-0.3pp | 69.6%-0.9pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,500 | $1,247+20.3% | $2,122-29.3% | $2,471-39.3% |
| Participant deferral / active EE | $4,717 | $2,512+87.8% | $3,373+39.9% | $3,740+26.1% |
| Admin fee / account holder | $15 | $4,536-99.7% | $5,959-99.7% | $5,306-99.7% |