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 | $180,123 | $95,193+89.2% | $76,523+135.4% | $135,375+33.1% |
| Participation rate | 44.4% | 74.4%-29.9pp | 68.0%-23.6pp | 82.6%-38.2pp |
| Annual return | -0.87% | 4.85%-5.7pp | -0.27%-0.6pp | 519.73%-520.6pp |
| Employer contribution / active EE | $973 | $3,302-70.6% | $2,647-63.3% | $4,779-79.6% |
| Participant deferral / active EE | $2,342 | $4,639-49.5% | $3,835-38.9% | $5,609-58.2% |
| Admin fee / account holder | $6 | $6,249-99.9% | $4,848-99.9% | $10,827-99.9% |