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 7-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 | $33,733 | $180,449-81.3% | $154,107-78.1% | $135,375-75.1% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,086 | $6,035-65.4% | $5,298-60.6% | $4,779-56.3% |
| Participant deferral / active EE | $6,427 | $5,806+10.7% | $5,081+26.5% | $5,609+14.6% |
| Admin fee / account holder | $72 | $16,143-99.6% | $13,411-99.5% | $10,827-99.3% |