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 | $31,393 | $175,202-82.1% | $149,673-79.0% | $139,434-77.5% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,651 | $5,474-69.8% | $4,818-65.7% | $4,751-65.2% |
| Participant deferral / active EE | $3,502 | $6,519-46.3% | $5,680-38.3% | $6,710-47.8% |
| Admin fee / account holder | $97 | $16,150-99.4% | $13,210-99.3% | $11,403-99.1% |