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 | $83,685 | $50,958+64.2% | $74,550+12.3% | $64,186+30.4% |
| Participation rate | 23.1% | 61.1%-38.0pp | 69.1%-46.1pp | 69.6%-46.5pp |
| Annual return | -1.42% | -1.86%+0.4pp | 32.53%-33.9pp | 7.63%-9.0pp |
| Employer contribution / active EE | $592 | $1,115-46.9% | $1,961-69.8% | $2,381-75.1% |
| Participant deferral / active EE | $2,233 | $2,301-3.0% | $3,108-28.1% | $3,470-35.6% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |