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 | $41,843 | $150,440-72.2% | $136,294-69.3% | $147,584-71.6% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,353 | $5,256-74.3% | $4,695-71.2% | $4,876-72.3% |
| Participant deferral / active EE | $4,722 | $6,630-28.8% | $6,247-24.4% | $5,439-13.2% |
| Admin fee / account holder | $27 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |