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 | $114,343 | $85,790+33.3% | $67,313+69.9% | $135,375-15.5% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.1%-35.7pp | 82.6%-49.3pp |
| Annual return | -7.06% | -0.54%-6.5pp | -4.08%-3.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $759 | $3,487-78.2% | $2,566-70.4% | $4,779-84.1% |
| Participant deferral / active EE | $1,918 | $4,651-58.8% | $3,568-46.2% | $5,609-65.8% |
| Admin fee / account holder | $82 | $6,392-98.7% | $4,507-98.2% | $10,827-99.2% |