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 10-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 | $120,550 | $62,586+92.6% | $76,768+57.0% | $64,186+87.8% |
| Participation rate | 42.9% | 72.8%-30.0pp | 77.0%-34.1pp | 69.6%-26.7pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $493 | $1,832-73.1% | $2,485-80.2% | $2,381-79.3% |
| Participant deferral / active EE | $2,965 | $3,145-5.7% | $3,852-23.0% | $3,470-14.6% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |