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 | $118,231 | $86,699+36.4% | $73,307+61.3% | $125,391-5.7% |
| Participation rate | 27.3% | 78.6%-51.3pp | 74.9%-47.6pp | 83.2%-55.9pp |
| Annual return | -1.68% | 2.78%-4.5pp | 5.67%-7.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,472 | $4,152-64.5% | $3,237-54.5% | $4,866-69.7% |
| Participant deferral / active EE | $3,259 | $5,550-41.3% | $4,991-34.7% | $5,352-39.1% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |