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 | $179,581 | $87,540+105.1% | $75,781+137.0% | $125,391+43.2% |
| Participation rate | 47.6% | 80.2%-32.5pp | 75.8%-28.2pp | 83.2%-35.6pp |
| Annual return | -1.62% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $724 | $3,930-81.6% | $3,323-78.2% | $4,866-85.1% |
| Participant deferral / active EE | $2,570 | $4,229-39.2% | $3,651-29.6% | $5,352-52.0% |
| Admin fee / account holder | $128 | $6,502-98.0% | $5,299-97.6% | $9,540-98.7% |