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 5-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 | $114,194 | $118,849-3.9% | $96,562+18.3% | $167,490-31.8% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,242 | $3,120-60.2% | $2,356-47.3% | $4,837-74.3% |
| Participant deferral / active EE | $4,987 | $4,616+8.0% | $3,849+29.6% | $6,341-21.4% |
| Admin fee / account holder | $15 | $8,065-99.8% | $6,181-99.8% | $12,309-99.9% |