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 | $204,704 | $62,586+227.1% | $76,768+166.7% | $64,186+218.9% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -6.68% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,640 | $1,832-10.5% | $2,485-34.0% | $2,381-31.1% |
| Participant deferral / active EE | $7,744 | $3,145+146.3% | $3,852+101.1% | $3,470+123.2% |
| Admin fee / account holder | $242 | $4,667-94.8% | $6,675-96.4% | $4,888-95.1% |