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 | $155,437 | $91,911+69.1% | $68,793+125.9% | $135,375+14.8% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -5.88% | -8.22%+2.3pp | -4.63%-1.2pp | 519.73%-525.6pp |
| Employer contribution / active EE | $604 | $3,924-84.6% | $2,625-77.0% | $4,779-87.4% |
| Participant deferral / active EE | $8,613 | $4,315+99.6% | $3,311+160.1% | $5,609+53.6% |
| Admin fee / account holder | $233 | $9,240-97.5% | $5,131-95.5% | $10,827-97.8% |