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 9-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 | $47,092 | $82,032-42.6% | $123,104-61.7% | $59,632-21.0% |
| Participation rate | 66.7% | 83.2%-16.5pp | 86.8%-20.1pp | 68.7%-2.0pp |
| Annual return | -1.37% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,702 | $3,297-18.0% | $5,151-47.5% | $2,203+22.7% |
| Participant deferral / active EE | $4,796 | $4,667+2.8% | $6,230-23.0% | $3,192+50.3% |
| Admin fee / account holder | $33 | $5,881-99.4% | $9,015-99.6% | $4,297-99.2% |