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 | $180,434 | $95,193+89.5% | $76,523+135.8% | $135,375+33.3% |
| Participation rate | 22.7% | 74.4%-51.7pp | 68.0%-45.3pp | 82.6%-59.9pp |
| Annual return | -1.34% | 4.85%-6.2pp | -0.27%-1.1pp | 519.73%-521.1pp |
| Employer contribution / active EE | $613 | $3,302-81.5% | $2,647-76.9% | $4,779-87.2% |
| Participant deferral / active EE | $4,632 | $4,639-0.2% | $3,835+20.8% | $5,609-17.4% |
| Admin fee / account holder | $7 | $6,249-99.9% | $4,848-99.9% | $10,827-99.9% |