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 | $31,281 | $117,381-73.4% | $99,443-68.5% | $152,861-79.5% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.4%-22.4pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,909 | $3,013+29.8% | $2,540+53.9% | $4,762-17.9% |
| Participant deferral / active EE | $1,910 | $4,086-53.3% | $3,619-47.2% | $5,850-67.4% |
| Admin fee / account holder | $165 | $7,631-97.8% | $6,250-97.4% | $11,596-98.6% |