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 | $67,664 | $110,257-38.6% | $96,544-29.9% | $139,434-51.5% |
| Participation rate | 53.3% | 78.1%-24.8pp | 76.0%-22.6pp | 80.3%-27.0pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $828 | $3,620-77.1% | $2,965-72.1% | $4,751-82.6% |
| Participant deferral / active EE | $1,801 | $5,548-67.5% | $4,851-62.9% | $6,710-73.2% |
| Admin fee / account holder | $280 | $11,591-97.6% | $8,252-96.6% | $11,403-97.5% |