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 | $117,747 | $95,971+22.7% | $74,550+57.9% | $135,375-13.0% |
| Participation rate | 65.0% | 75.7%-10.7pp | 69.1%-4.1pp | 82.6%-17.6pp |
| Annual return | -5.55% | 56.96%-62.5pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,673 | $2,716-38.4% | $1,961-14.7% | $4,779-65.0% |
| Participant deferral / active EE | $6,738 | $3,843+75.3% | $3,108+116.8% | $5,609+20.1% |
| Admin fee / account holder | $3 | $6,522-100.0% | $5,060-99.9% | $10,827-100.0% |