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 | $154,591 | $88,594+74.5% | $70,092+120.6% | $134,475+15.0% |
| Participation rate | 25.0% | 74.9%-49.9pp | 70.5%-45.5pp | 81.2%-56.2pp |
| Annual return | -2.29% | 442.67%-445.0pp | 190.73%-193.0pp | 417.96%-420.3pp |
| Employer contribution / active EE | $551 | $3,233-83.0% | $2,559-78.5% | $4,740-88.4% |
| Participant deferral / active EE | $2,692 | $4,772-43.6% | $3,849-30.0% | $6,400-57.9% |
| Admin fee / account holder | $15 | $10,441-99.9% | $6,267-99.8% | $11,426-99.9% |