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 3-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 | $34,938 | $175,202-80.1% | $149,673-76.7% | $139,434-74.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $12,808 | $5,474+134.0% | $4,818+165.9% | $4,751+169.6% |
| Participant deferral / active EE | $7,446 | $6,519+14.2% | $5,680+31.1% | $6,710+11.0% |
| Admin fee / account holder | $23 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |