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 7-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 | $53,106 | $84,695-37.3% | $73,843-28.1% | $125,391-57.6% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | 0.18% | 3123.53%-3123.3pp | 2267.84%-2267.7pp | 282.22%-282.0pp |
| Employer contribution / active EE | $7,000 | $3,123+124.1% | $2,787+151.1% | $4,866+43.9% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $165 | $5,691-97.1% | $4,880-96.6% | $9,540-98.3% |