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 | $60,965 | $35,183+73.3% | $73,545-17.1% | $70,131-13.1% |
| Participation rate | 37.9% | 42.9%-5.0pp | 54.9%-17.0pp | 69.5%-31.6pp |
| Annual return | 16.12% | 26.90%-10.8pp | -15.16%+31.3pp | 73.14%-57.0pp |
| Employer contribution / active EE | $739 | $709+4.2% | $1,219-39.4% | $2,342-68.5% |
| Participant deferral / active EE | $1,810 | $1,220+48.4% | $1,806+0.2% | $3,332-45.7% |
| Admin fee / account holder | $157 | $2,302-93.2% | $2,320-93.2% | $4,645-96.6% |