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 | $49,090 | $77,813-36.9% | $123,544-60.3% | $64,186-23.5% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,827 | $3,014-39.4% | $4,628-60.5% | $2,381-23.3% |
| Participant deferral / active EE | $5,230 | $5,240-0.2% | $6,426-18.6% | $3,470+50.7% |
| Admin fee / account holder | $74 | $5,519-98.7% | $9,284-99.2% | $4,888-98.5% |