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 | $66,100 | $47,944+37.9% | $67,834-2.6% | $62,891+5.1% |
| Participation rate | 33.3% | 61.1%-27.7pp | 68.8%-35.5pp | 69.3%-36.0pp |
| Annual return | 5.98% | 11.77%-5.8pp | 138.47%-132.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $979 | $1,562-37.3% | $2,403-59.3% | $2,281-57.1% |
| Participant deferral / active EE | $2,190 | $2,247-2.5% | $3,160-30.7% | $3,203-31.6% |
| Admin fee / account holder | $44 | $3,712-98.8% | $4,622-99.1% | $4,296-99.0% |