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 | $118,633 | $77,419+53.2% | $69,455+70.8% | $152,861-22.4% |
| Participation rate | 5.6% | 78.1%-72.5pp | 74.6%-69.1pp | 82.4%-76.9pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15 | $6,207-99.8% | $3,839-99.6% | $11,596-99.9% |