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 9-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 | $27,863 | $53,127-47.6% | $86,590-67.8% | $70,131-60.3% |
| Participation rate | 54.3% | 65.3%-11.0pp | 73.5%-19.3pp | 69.5%-15.3pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,307 | $2,068-36.8% | $2,839-54.0% | $2,342-44.2% |
| Participant deferral / active EE | $1,769 | $2,696-34.4% | $3,609-51.0% | $3,332-46.9% |
| Admin fee / account holder | $211 | $3,585-94.1% | $4,906-95.7% | $4,645-95.5% |