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 9-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 | $24,616 | $73,515-66.5% | $62,995-60.9% | $147,584-83.3% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.8%-29.4pp | 82.8%-37.4pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $532 | $3,320-84.0% | $2,759-80.7% | $4,876-89.1% |
| Participant deferral / active EE | $947 | $4,185-77.4% | $3,329-71.6% | $5,439-82.6% |
| Admin fee / account holder | $134 | $5,953-97.8% | $3,600-96.3% | $10,885-98.8% |