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 | $57,790 | $45,566+26.8% | $64,105-9.8% | $59,632-3.1% |
| Participation rate | 43.2% | 60.2%-17.0pp | 68.2%-25.0pp | 68.7%-25.5pp |
| Annual return | -0.57% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,251 | $934+33.9% | $1,820-31.3% | $2,203-43.2% |
| Participant deferral / active EE | $3,603 | $2,057+75.2% | $2,822+27.7% | $3,192+12.9% |
| Admin fee / account holder | $51 | $3,268-98.5% | $4,499-98.9% | $4,297-98.8% |