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 | $101,204 | $27,641+266.1% | $61,373+64.9% | $68,494+47.8% |
| Participation rate | 32.6% | 39.5%-6.9pp | 52.6%-20.0pp | 67.9%-35.3pp |
| Annual return | -15.94% | -13.24%-2.7pp | 338.61%-354.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $539 | $695-22.5% | $1,159-53.5% | $2,596-79.2% |
| Participant deferral / active EE | $1,409 | $1,263+11.6% | $2,125-33.7% | $4,027-65.0% |
| Admin fee / account holder | $65 | $2,010-96.8% | $2,130-96.9% | $5,403-98.8% |