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 | $127,158 | $67,411+88.6% | $91,001+39.7% | $70,131+81.3% |
| Participation rate | 29.6% | 71.4%-41.7pp | 75.6%-46.0pp | 69.5%-39.9pp |
| Annual return | 24.71% | -40.16%+64.9pp | 4.60%+20.1pp | 73.14%-48.4pp |
| Employer contribution / active EE | $1,182 | $1,786-33.8% | $2,456-51.9% | $2,342-49.5% |
| Participant deferral / active EE | $2,662 | $2,823-5.7% | $3,547-24.9% | $3,332-20.1% |
| Admin fee / account holder | $62 | $4,236-98.5% | $5,417-98.9% | $4,645-98.7% |