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 | $34,578 | $53,127-34.9% | $86,590-60.1% | $70,131-50.7% |
| Participation rate | 43.8% | 65.3%-21.5pp | 73.5%-29.7pp | 69.5%-25.7pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $869 | $2,068-58.0% | $2,839-69.4% | $2,342-62.9% |
| Participant deferral / active EE | $1,887 | $2,696-30.0% | $3,609-47.7% | $3,332-43.4% |
| Admin fee / account holder | $202 | $3,585-94.4% | $4,906-95.9% | $4,645-95.6% |