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 | $28,036 | $69,977-59.9% | $108,579-74.2% | $62,891-55.4% |
| Participation rate | 52.9% | 72.9%-20.0pp | 79.6%-26.6pp | 69.3%-16.4pp |
| Annual return | 5.39% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,529 | $2,135-28.4% | $3,758-59.3% | $2,281-33.0% |
| Participant deferral / active EE | $4,096 | $3,165+29.4% | $4,311-5.0% | $3,203+27.9% |
| Admin fee / account holder | $131 | $5,076-97.4% | $7,645-98.3% | $4,296-96.9% |