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 | $64,302 | $107,934-40.4% | $91,989-30.1% | $152,861-57.9% |
| Participation rate | 69.2% | 81.2%-11.9pp | 78.6%-9.4pp | 82.4%-13.2pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,688 | $4,210-12.4% | $3,452+6.8% | $4,762-22.6% |
| Participant deferral / active EE | $5,564 | $6,364-12.6% | $5,923-6.1% | $5,850-4.9% |
| Admin fee / account holder | $38 | $10,520-99.6% | $7,743-99.5% | $11,596-99.7% |