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 | $6,756 | $34,308-80.3% | $74,701-91.0% | $72,985-90.7% |
| Participation rate | 42.4% | 42.4%0pp | 54.5%-12.1pp | 69.5%-27.1pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $484 | $692-30.0% | $1,084-55.3% | $2,440-80.2% |
| Participant deferral / active EE | $1,202 | $1,271-5.5% | $1,964-38.8% | $3,607-66.7% |
| Admin fee / account holder | $131 | $2,124-93.9% | $3,333-96.1% | $5,124-97.5% |