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 | $25,187 | $105,859-76.2% | $90,160-72.1% | $147,584-82.9% |
| Participation rate | 15.4% | 79.7%-64.4pp | 76.9%-61.5pp | 82.8%-67.4pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $641 | $4,126-84.5% | $3,318-80.7% | $4,876-86.9% |
| Participant deferral / active EE | $2,769 | $5,733-51.7% | $5,288-47.6% | $5,439-49.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |