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 | $186,610 | $133,958+39.3% | $112,228+66.3% | $134,475+38.8% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -18.07% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,372 | $4,038-66.0% | $3,635-62.3% | $4,740-71.1% |
| Participant deferral / active EE | $3,222 | $5,291-39.1% | $4,728-31.8% | $6,400-49.6% |
| Admin fee / account holder | $53 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |