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 | $174,625 | $82,286+112.2% | $68,791+153.8% | $134,475+29.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -7.53% | -2.19%-5.3pp | -6.38%-1.2pp | 417.96%-425.5pp |
| Employer contribution / active EE | $3,050 | $3,301-7.6% | $2,655+14.9% | $4,740-35.6% |
| Participant deferral / active EE | $7,914 | $4,739+67.0% | $3,941+100.8% | $6,400+23.7% |
| Admin fee / account holder | $83 | $6,481-98.7% | $4,932-98.3% | $11,426-99.3% |