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 | $24,257 | $157,256-84.6% | $141,162-82.8% | $152,861-84.1% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.4%-62.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,568 | $5,261-51.2% | $4,735-45.8% | $4,762-46.1% |
| Participant deferral / active EE | $6,243 | $7,109-12.2% | $6,709-6.9% | $5,850+6.7% |
| Admin fee / account holder | $244 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |