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 | $103,794 | $57,354+81.0% | $83,848+23.8% | $64,186+61.7% |
| Participation rate | 58.3% | 68.6%-10.3pp | 76.1%-17.8pp | 69.6%-11.2pp |
| Annual return | -5.39% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $717 | $2,545-71.8% | $3,631-80.3% | $2,381-69.9% |
| Participant deferral / active EE | $4,077 | $2,993+36.2% | $4,082-0.1% | $3,470+17.5% |
| Admin fee / account holder | $15 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |