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 | $191,633 | $133,958+43.1% | $112,228+70.8% | $134,475+42.5% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -18.00% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $990 | $4,038-75.5% | $3,635-72.7% | $4,740-79.1% |
| Participant deferral / active EE | $3,718 | $5,291-29.7% | $4,728-21.4% | $6,400-41.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |