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 | $26,107 | $176,377-85.2% | $134,143-80.5% | $158,922-83.6% |
| Participation rate | 37.5% | 78.7%-41.2pp | 72.2%-34.7pp | 82.0%-44.5pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,203 | $5,040-36.5% | $3,704-13.5% | $4,761-32.7% |
| Participant deferral / active EE | $5,623 | $4,091+37.4% | $3,499+60.7% | $5,982-6.0% |
| Admin fee / account holder | $73 | $8,718-99.2% | $6,684-98.9% | $11,246-99.4% |