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 | $119,370 | $62,586+90.7% | $76,768+55.5% | $64,186+86.0% |
| Participation rate | 64.3% | 72.8%-8.5pp | 77.0%-12.7pp | 69.6%-5.3pp |
| Annual return | -5.64% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $442 | $1,832-75.9% | $2,485-82.2% | $2,381-81.4% |
| Participant deferral / active EE | $4,430 | $3,145+40.9% | $3,852+15.0% | $3,470+27.7% |
| Admin fee / account holder | $136 | $4,667-97.1% | $6,675-98.0% | $4,888-97.2% |