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 6-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 | $44,417 | $176,056-74.8% | $159,436-72.1% | $167,490-73.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $13,300 | $5,297+151.1% | $4,829+175.4% | $4,837+174.9% |
| Participant deferral / active EE | $12,958 | $7,750+67.2% | $7,352+76.3% | $6,341+104.4% |
| Admin fee / account holder | $26 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |