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 | $72,975 | $69,518+5.0% | $59,878+21.9% | $135,375-46.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -1.10% | 7.94%-9.0pp | 3.46%-4.6pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,731 | $3,235-46.5% | $2,722-36.4% | $4,779-63.8% |
| Participant deferral / active EE | $10,411 | $4,206+147.5% | $3,402+206.0% | $5,609+85.6% |
| Admin fee / account holder | $108 | $5,734-98.1% | $3,590-97.0% | $10,827-99.0% |