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 | $43,788 | $211,958-79.3% | $169,463-74.2% | $135,375-67.7% |
| Participation rate | 68.4% | 82.6%-14.2pp | 77.8%-9.4pp | 82.6%-14.2pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,720 | $5,120-46.9% | $4,159-34.6% | $4,779-43.1% |
| Participant deferral / active EE | $5,787 | $6,075-4.7% | $5,277+9.7% | $5,609+3.2% |
| Admin fee / account holder | $120 | $11,471-99.0% | $9,109-98.7% | $10,827-98.9% |