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 | $87,113 | $54,380+60.2% | $68,509+27.2% | $59,632+46.1% |
| Participation rate | 44.0% | 70.2%-26.2pp | 74.7%-30.7pp | 68.7%-24.7pp |
| Annual return | -2.30% | 2.83%-5.1pp | 8.27%-10.6pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,095 | $1,539-28.8% | $2,278-51.9% | $2,203-50.3% |
| Participant deferral / active EE | $3,184 | $2,643+20.4% | $3,382-5.9% | $3,192-0.3% |
| Admin fee / account holder | $128 | $3,885-96.7% | $5,275-97.6% | $4,297-97.0% |