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 7-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 | $27,431 | $142,405-80.7% | $115,157-76.2% | $152,861-82.1% |
| Participation rate | 33.3% | 82.4%-49.0pp | 75.9%-42.6pp | 82.4%-49.1pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $810 | $4,010-79.8% | $3,179-74.5% | $4,762-83.0% |
| Participant deferral / active EE | $8,333 | $5,164+61.4% | $4,168+99.9% | $5,850+42.4% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |