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 | $102,205 | $62,586+63.3% | $76,768+33.1% | $64,186+59.2% |
| Participation rate | 19.2% | 72.8%-53.6pp | 77.0%-57.7pp | 69.6%-50.3pp |
| Annual return | -3.67% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,087 | $1,832-40.7% | $2,485-56.3% | $2,381-54.3% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $125 | $4,667-97.3% | $6,675-98.1% | $4,888-97.4% |