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 | $117,876 | $32,117+267.0% | $71,086+65.8% | $64,186+83.6% |
| Participation rate | 10.3% | 42.7%-32.4pp | 54.7%-44.3pp | 69.6%-59.2pp |
| Annual return | -4.62% | -5.57%+0.9pp | 650.59%-655.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,904 | $1,263+50.7% | $1,874+1.6% | $3,470-45.1% |
| Admin fee / account holder | $15 | $2,759-99.5% | $3,082-99.5% | $4,888-99.7% |