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 | $143,718 | $64,707+122.1% | $112,228+28.1% | $68,494+109.8% |
| Participation rate | 36.4% | 67.2%-30.8pp | 75.1%-38.7pp | 67.9%-31.5pp |
| Annual return | -17.25% | -11.40%-5.9pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,203 | $2,746+16.6% | $3,635-11.9% | $2,596+23.4% |
| Participant deferral / active EE | $5,204 | $3,565+46.0% | $4,728+10.1% | $4,027+29.2% |
| Admin fee / account holder | $62 | $5,232-98.8% | $6,410-99.0% | $5,403-98.9% |