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 | $90,774 | $42,383+114.2% | $76,523+18.6% | $64,186+41.4% |
| Participation rate | 15.6% | 58.1%-42.5pp | 68.0%-52.4pp | 69.6%-53.9pp |
| Annual return | 4.54% | -16.54%+21.1pp | -0.27%+4.8pp | 7.63%-3.1pp |
| Employer contribution / active EE | $391 | $1,563-75.0% | $2,647-85.2% | $2,381-83.6% |
| Participant deferral / active EE | $1,031 | $2,566-59.8% | $3,835-73.1% | $3,470-70.3% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,888-100.0% |