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 | $104,644 | $167,307-37.5% | $143,757-27.2% | $134,475-22.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -1.20% | 0.46%-1.7pp | -0.04%-1.2pp | 417.96%-419.2pp |
| Employer contribution / active EE | $4,307 | $5,619-23.3% | $4,951-13.0% | $4,740-9.1% |
| Participant deferral / active EE | $2,890 | $6,446-55.2% | $5,637-48.7% | $6,400-54.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |