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 | $97,580 | $57,354+70.1% | $83,848+16.4% | $64,186+52.0% |
| Participation rate | 53.6% | 68.6%-15.0pp | 76.1%-22.6pp | 69.6%-16.0pp |
| Annual return | -7.88% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,087 | $2,545-18.0% | $3,631-42.5% | $2,381-12.3% |
| Participant deferral / active EE | $3,800 | $2,993+27.0% | $4,082-6.9% | $3,470+9.5% |
| Admin fee / account holder | $38 | $4,046-99.1% | $5,478-99.3% | $4,888-99.2% |