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 | $97,555 | $90,320+8.0% | $59,496+64.0% | $125,391-22.2% |
| Participation rate | 40.0% | 68.3%-28.3pp | 54.6%-14.6pp | 83.2%-43.2pp |
| Annual return | -0.14% | 369.13%-369.3pp | 182.05%-182.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,242 | $1,792-30.7% | $1,153+7.8% | $4,866-74.5% |
| Participant deferral / active EE | $7,200 | $2,716+165.1% | $1,829+293.6% | $5,352+34.5% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |