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 | $95,030 | $52,836+79.9% | $105,738-10.1% | $64,186+48.1% |
| Participation rate | 30.0% | 66.5%-36.5pp | 76.3%-46.3pp | 69.6%-39.6pp |
| Annual return | -4.22% | 14.30%-18.5pp | 6.27%-10.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $516 | $1,827-71.7% | $3,268-84.2% | $2,381-78.3% |
| Participant deferral / active EE | $1,265 | $2,545-50.3% | $4,080-69.0% | $3,470-63.6% |
| Admin fee / account holder | $153 | $3,959-96.1% | $6,913-97.8% | $4,888-96.9% |