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 | $123,468 | $86,699+42.4% | $73,307+68.4% | $125,391-1.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 74.9%-41.6pp | 83.2%-49.9pp |
| Annual return | -1.85% | 2.78%-4.6pp | 5.67%-7.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $845 | $4,152-79.7% | $3,237-73.9% | $4,866-82.6% |
| Participant deferral / active EE | $5,000 | $5,550-9.9% | $4,991+0.2% | $5,352-6.6% |
| Admin fee / account holder | $48 | $7,771-99.4% | $5,637-99.1% | $9,540-99.5% |