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 | $149,859 | $95,862+56.3% | $79,550+88.4% | $134,475+11.4% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -16.78% | -2.69%-14.1pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,185 | $3,128-62.1% | $2,413-50.9% | $4,740-75.0% |
| Participant deferral / active EE | $2,332 | $4,693-50.3% | $3,985-41.5% | $6,400-63.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |