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 | $109,264 | $92,222+18.5% | $76,768+42.3% | $135,375-19.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -6.50% | 5.46%-12.0pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,217 | $3,216-31.1% | $2,485-10.8% | $4,779-53.6% |
| Participant deferral / active EE | $5,715 | $4,509+26.8% | $3,852+48.4% | $5,609+1.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |