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 | $137,370 | $62,586+119.5% | $76,768+78.9% | $64,186+114.0% |
| Participation rate | 43.9% | 72.8%-28.9pp | 77.0%-33.1pp | 69.6%-25.7pp |
| Annual return | -6.76% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $903 | $1,832-50.7% | $2,485-63.7% | $2,381-62.1% |
| Participant deferral / active EE | $1,807 | $3,145-42.5% | $3,852-53.1% | $3,470-47.9% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |