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 4-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 | $35,856 | $152,509-76.5% | $117,472-69.5% | $134,475-73.3% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $682 | $5,571-87.8% | $4,176-83.7% | $4,740-85.6% |
| Participant deferral / active EE | $1,471 | $4,818-69.5% | $4,070-63.9% | $6,400-77.0% |
| Admin fee / account holder | $204 | $7,004-97.1% | $5,645-96.4% | $11,426-98.2% |