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 | $82,809 | $84,695-2.2% | $73,843+12.1% | $125,391-34.0% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -0.80% | 3123.53%-3124.3pp | 2267.84%-2268.6pp | 282.22%-283.0pp |
| Employer contribution / active EE | $764 | $3,123-75.5% | $2,787-72.6% | $4,866-84.3% |
| Participant deferral / active EE | $1,508 | $3,992-62.2% | $3,583-57.9% | $5,352-71.8% |
| Admin fee / account holder | $15 | $5,691-99.7% | $4,880-99.7% | $9,540-99.8% |