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 | $154,672 | $133,958+15.5% | $112,228+37.8% | $134,475+15.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -15.83% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,247 | $4,038-19.6% | $3,635-10.7% | $4,740-31.5% |
| Participant deferral / active EE | $7,120 | $5,291+34.6% | $4,728+50.6% | $6,400+11.3% |
| Admin fee / account holder | $53 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |