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 | $50,785 | $39,162+29.7% | $100,671-49.6% | $59,632-14.8% |
| Participation rate | 67.3% | 55.9%+11.5pp | 70.7%-3.4pp | 68.7%-1.3pp |
| Annual return | -2.47% | 21.07%-23.5pp | 20.43%-22.9pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $5,838 | $1,151+407.4% | $4,012+45.5% | $2,203+165.0% |
| Participant deferral / active EE | $8,602 | $1,992+331.8% | $3,144+173.6% | $3,192+169.5% |
| Admin fee / account holder | $61 | $2,969-98.0% | $4,850-98.8% | $4,297-98.6% |