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 | $106,380 | $72,404+46.9% | $110,238-3.5% | $64,186+65.7% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.6%-9.0pp |
| Annual return | -4.57% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,046 | $2,282-54.1% | $3,826-72.7% | $2,381-56.1% |
| Participant deferral / active EE | $4,907 | $3,469+41.4% | $4,672+5.0% | $3,470+41.4% |
| Admin fee / account holder | $13 | $5,664-99.8% | $8,547-99.8% | $4,888-99.7% |