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 | $150,789 | $92,222+63.5% | $76,768+96.4% | $135,375+11.4% |
| Participation rate | 19.0% | 79.8%-60.7pp | 77.0%-57.9pp | 82.6%-63.6pp |
| Annual return | -4.50% | 5.46%-10.0pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,240 | $3,216-30.3% | $2,485-9.8% | $4,779-53.1% |
| Participant deferral / active EE | $6,393 | $4,509+41.8% | $3,852+66.0% | $5,609+14.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |