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 | $157,304 | $57,354+174.3% | $83,848+87.6% | $64,186+145.1% |
| Participation rate | 38.7% | 68.6%-29.9pp | 76.1%-37.4pp | 69.6%-30.9pp |
| Annual return | -6.07% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $631 | $2,545-75.2% | $3,631-82.6% | $2,381-73.5% |
| Participant deferral / active EE | $1,780 | $2,993-40.5% | $4,082-56.4% | $3,470-48.7% |
| Admin fee / account holder | $6 | $4,046-99.9% | $5,478-99.9% | $4,888-99.9% |