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 | $52,545 | $157,256-66.6% | $141,162-62.8% | $152,861-65.6% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.4%-52.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $10,900 | $5,261+107.2% | $4,735+130.2% | $4,762+128.9% |
| Participant deferral / active EE | $4,400 | $7,109-38.1% | $6,709-34.4% | $5,850-24.8% |
| Admin fee / account holder | $37 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |