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 | $107,336 | $89,355+20.1% | $141,162-24.0% | $72,985+47.1% |
| Participation rate | 58.1% | 75.1%-17.0pp | 82.5%-24.3pp | 69.5%-11.3pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,335 | $3,114-25.0% | $4,735-50.7% | $2,440-4.3% |
| Participant deferral / active EE | $4,730 | $5,418-12.7% | $6,709-29.5% | $3,607+31.1% |
| Admin fee / account holder | $117 | $5,958-98.0% | $10,261-98.9% | $5,124-97.7% |