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 | $36,109 | $185,822-80.6% | $169,993-78.8% | $139,434-74.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,298 | $7,590-43.4% | $6,785-36.7% | $4,751-9.5% |
| Participant deferral / active EE | $12,774 | $11,622+9.9% | $10,408+22.7% | $6,710+90.4% |
| Admin fee / account holder | $10 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |