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 | $137,620 | $65,703+109.5% | $94,224+46.1% | $59,632+130.8% |
| Participation rate | 65.4% | 72.1%-6.7pp | 78.8%-13.4pp | 68.7%-3.3pp |
| Annual return | -0.26% | 5.22%-5.5pp | 10.68%-10.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,092 | $2,021+3.5% | $3,587-41.7% | $2,203-5.0% |
| Participant deferral / active EE | $7,045 | $3,143+124.1% | $4,320+63.1% | $3,192+120.7% |
| Admin fee / account holder | $13 | $4,264-99.7% | $6,269-99.8% | $4,297-99.7% |