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 | $165,502 | $142,344+16.3% | $119,609+38.4% | $134,475+23.1% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -7.39% | -12.44%+5.1pp | -14.97%+7.6pp | 417.96%-425.4pp |
| Employer contribution / active EE | $1,543 | $5,222-70.5% | $4,232-63.6% | $4,740-67.5% |
| Participant deferral / active EE | $2,285 | $6,469-64.7% | $5,602-59.2% | $6,400-64.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |