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 | $44,631 | $72,177-38.2% | $115,037-61.2% | $59,632-25.2% |
| Participation rate | 62.9% | 72.6%-9.7pp | 81.4%-18.5pp | 68.7%-5.8pp |
| Annual return | -1.62% | 12.02%-13.6pp | 26.14%-27.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,540 | $2,841-45.8% | $4,608-66.6% | $2,203-30.1% |
| Participant deferral / active EE | $4,803 | $4,783+0.4% | $6,026-20.3% | $3,192+50.5% |
| Admin fee / account holder | $159 | $4,927-96.8% | $8,175-98.1% | $4,297-96.3% |