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 | $59,874 | $41,377+44.7% | $109,313-45.2% | $62,891-4.8% |
| Participation rate | 60.7% | 57.5%+3.2pp | 71.3%-10.6pp | 69.3%-8.6pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,494 | $1,276+95.5% | $3,892-35.9% | $2,281+9.4% |
| Participant deferral / active EE | $3,737 | $2,045+82.7% | $3,166+18.0% | $3,203+16.7% |
| Admin fee / account holder | $205 | $2,884-92.9% | $5,666-96.4% | $4,296-95.2% |