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 | $172,559 | $95,862+80.0% | $79,550+116.9% | $134,475+28.3% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -17.97% | -2.69%-15.3pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,173 | $3,128-62.5% | $2,413-51.4% | $4,740-75.2% |
| Participant deferral / active EE | $5,344 | $4,693+13.9% | $3,985+34.1% | $6,400-16.5% |
| Admin fee / account holder | $90 | $9,126-99.0% | $6,832-98.7% | $11,426-99.2% |