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 | $71,152 | $52,519+35.5% | $155,790-54.3% | $59,632+19.3% |
| Participation rate | 46.2% | 61.7%-15.6pp | 76.1%-29.9pp | 68.7%-22.5pp |
| Annual return | -1.69% | 53.51%-55.2pp | 71.54%-73.2pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,632 | $1,589+2.7% | $3,836-57.5% | $2,203-25.9% |
| Participant deferral / active EE | $3,199 | $3,084+3.7% | $4,797-33.3% | $3,192+0.2% |
| Admin fee / account holder | $98 | $3,540-97.2% | $7,478-98.7% | $4,297-97.7% |