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 | $107,809 | $57,354+88.0% | $83,848+28.6% | $64,186+68.0% |
| Participation rate | 41.8% | 68.6%-26.8pp | 76.1%-34.3pp | 69.6%-27.8pp |
| Annual return | -5.36% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,594 | $2,545-37.4% | $3,631-56.1% | $2,381-33.1% |
| Participant deferral / active EE | $4,031 | $2,993+34.7% | $4,082-1.2% | $3,470+16.2% |
| Admin fee / account holder | $273 | $4,046-93.3% | $5,478-95.0% | $4,888-94.4% |