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 | $141,798 | $88,594+60.1% | $70,092+102.3% | $134,475+5.4% |
| Participation rate | 57.1% | 74.9%-17.8pp | 70.5%-13.3pp | 81.2%-24.1pp |
| Annual return | -14.17% | 442.67%-456.8pp | 190.73%-204.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,250 | $3,233-61.3% | $2,559-51.1% | $4,740-73.6% |
| Participant deferral / active EE | $2,988 | $4,772-37.4% | $3,849-22.4% | $6,400-53.3% |
| Admin fee / account holder | $198 | $10,441-98.1% | $6,267-96.8% | $11,426-98.3% |