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 | $113,234 | $77,634+45.9% | $156,549-27.7% | $62,891+80.0% |
| Participation rate | 16.7% | 71.2%-54.5pp | 84.0%-67.3pp | 69.3%-52.6pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $433 | $3,444-87.4% | $5,501-92.1% | $2,281-81.0% |
| Participant deferral / active EE | $3,400 | $3,045+11.6% | $4,871-30.2% | $3,203+6.2% |
| Admin fee / account holder | -$14 | $5,561-100.3% | $13,027-100.1% | $4,296-100.3% |