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 | $164,224 | $82,286+99.6% | $68,791+138.7% | $134,475+22.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -18.44% | -2.19%-16.2pp | -6.38%-12.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,147 | $3,301-35.0% | $2,655-19.2% | $4,740-54.7% |
| Participant deferral / active EE | $6,483 | $4,739+36.8% | $3,941+64.5% | $6,400+1.3% |
| Admin fee / account holder | $15 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |