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 | $114,939 | $49,177+133.7% | $79,464+44.6% | $64,186+79.1% |
| Participation rate | 68.0% | 65.0%+3.0pp | 73.3%-5.3pp | 69.6%-1.6pp |
| Annual return | -6.03% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,747 | $2,076+32.3% | $2,800-1.9% | $2,381+15.4% |
| Participant deferral / active EE | $4,817 | $2,821+70.7% | $3,704+30.0% | $3,470+38.8% |
| Admin fee / account holder | -$32 | $3,839-100.8% | $5,113-100.6% | $4,888-100.6% |