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 | $42,017 | $51,175-17.9% | $70,515-40.4% | $75,163-44.1% |
| Participation rate | 69.7% | 60.9%+8.8pp | 68.3%+1.3pp | 67.2%+2.5pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,339 | $1,826+82.9% | $2,973+12.3% | $2,670+25.1% |
| Participant deferral / active EE | $4,982 | $2,849+74.8% | $4,567+9.1% | $4,125+20.8% |
| Admin fee / account holder | $127 | $4,091-96.9% | $6,412-98.0% | $5,651-97.8% |