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 10-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 | $32,429 | $84,527-61.6% | $67,711-52.1% | $125,391-74.1% |
| Participation rate | 27.8% | 74.8%-47.0pp | 67.5%-39.7pp | 83.2%-55.4pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $476 | $3,292-85.6% | $2,559-81.4% | $4,866-90.2% |
| Participant deferral / active EE | $3,025 | $4,429-31.7% | $3,585-15.6% | $5,352-43.5% |
| Admin fee / account holder | $144 | $5,340-97.3% | $4,255-96.6% | $9,540-98.5% |