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 | $48,605 | $127,100-61.8% | $105,738-54.0% | $135,375-64.1% |
| Participation rate | 52.6% | 82.7%-30.1pp | 76.3%-23.7pp | 82.6%-30.0pp |
| Annual return | -3.05% | 4.49%-7.5pp | 6.27%-9.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,117 | $4,107-72.8% | $3,268-65.8% | $4,779-76.6% |
| Participant deferral / active EE | $4,619 | $5,064-8.8% | $4,080+13.2% | $5,609-17.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |