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 | $155,274 | $92,222+68.4% | $76,768+102.3% | $135,375+14.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -7.86% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,382 | $3,216-57.0% | $2,485-44.4% | $4,779-71.1% |
| Participant deferral / active EE | $1,486 | $4,509-67.0% | $3,852-61.4% | $5,609-73.5% |
| Admin fee / account holder | $213 | $10,748-98.0% | $6,675-96.8% | $10,827-98.0% |