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 | $111,793 | $87,705+27.5% | $63,517+76.0% | $125,391-10.8% |
| Participation rate | 66.7% | 77.0%-10.4pp | 71.0%-4.4pp | 83.2%-16.5pp |
| Annual return | -0.88% | 21.70%-22.6pp | -70.30%+69.4pp | 282.22%-283.1pp |
| Employer contribution / active EE | $693 | $3,601-80.7% | $2,322-70.1% | $4,866-85.8% |
| Participant deferral / active EE | $10,400 | $3,939+164.0% | $2,953+252.1% | $5,352+94.3% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |