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 | $79,462 | $72,404+9.7% | $110,238-27.9% | $64,186+23.8% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | -5.13% | -6.29%+1.2pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $768 | $2,282-66.3% | $3,826-79.9% | $2,381-67.7% |
| Participant deferral / active EE | $2,272 | $3,469-34.5% | $4,672-51.4% | $3,470-34.5% |
| Admin fee / account holder | $261 | $5,664-95.4% | $8,547-96.9% | $4,888-94.7% |