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 4-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 | $152,646 | $96,635+58.0% | $86,612+76.2% | $139,434+9.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $843 | $3,263-74.2% | $3,022-72.1% | $4,751-82.3% |
| Participant deferral / active EE | $1,030 | $4,836-78.7% | $4,438-76.8% | $6,710-84.7% |
| Admin fee / account holder | $194 | $6,408-97.0% | $5,614-96.6% | $11,403-98.3% |