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 | $117,647 | $92,222+27.6% | $76,768+53.2% | $135,375-13.1% |
| Participation rate | 23.5% | 79.8%-56.2pp | 77.0%-53.4pp | 82.6%-59.1pp |
| Annual return | -1.04% | 5.46%-6.5pp | 2.43%-3.5pp | 519.73%-520.8pp |
| Employer contribution / active EE | $587 | $3,216-81.8% | $2,485-76.4% | $4,779-87.7% |
| Participant deferral / active EE | $1,533 | $4,509-66.0% | $3,852-60.2% | $5,609-72.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |