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 | $16,531 | $105,998-84.4% | $92,233-82.1% | $147,584-88.8% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,484 | $4,333-42.7% | $3,679-32.5% | $4,876-49.1% |
| Participant deferral / active EE | $6,907 | $4,478+54.2% | $3,897+77.2% | $5,439+27.0% |
| Admin fee / account holder | $188 | $6,332-97.0% | $5,194-96.4% | $10,885-98.3% |