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 8-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 | $12,871 | $76,000-83.1% | $154,107-91.6% | $64,186-79.9% |
| Participation rate | 62.2% | 70.4%-8.2pp | 83.0%-20.8pp | 69.6%-7.3pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $496 | $3,351-85.2% | $5,298-90.6% | $2,381-79.2% |
| Participant deferral / active EE | $1,716 | $3,175-46.0% | $5,081-66.2% | $3,470-50.5% |
| Admin fee / account holder | $7 | $5,596-99.9% | $13,411-99.9% | $4,888-99.8% |