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 | $79,874 | $99,341-19.6% | $84,750-5.8% | $273,961-70.8% |
| Participation rate | 12.5% | 80.7%-68.2pp | 76.6%-64.1pp | 83.0%-70.5pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $7,060 | $4,214+67.6% | $3,574+97.5% | $4,869+45.0% |
| Participant deferral / active EE | $2,875 | $4,269-32.7% | $3,712-22.5% | $5,287-45.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |