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 5-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 | $36,699 | $227,553-83.9% | $189,557-80.6% | $167,490-78.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $15,920 | $5,316+199.5% | $4,412+260.8% | $4,837+229.1% |
| Participant deferral / active EE | $8,467 | $7,002+20.9% | $6,174+37.1% | $6,341+33.5% |
| Admin fee / account holder | $10 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |