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 | $81,017 | $48,300+67.7% | $40,145,923-99.8% | $62,891+28.8% |
| Participation rate | 52.3% | 62.0%-9.8pp | 68.4%-16.1pp | 69.3%-17.0pp |
| Annual return | 6.62% | 6.95%-0.3pp | 5.24%+1.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,860 | $2,388-22.1% | $2,591-28.2% | $3,203-41.9% |
| Admin fee / account holder | $28 | $2,919-99.0% | $2,903-99.0% | $4,296-99.3% |