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 9-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 | $118,921 | $49,280+141.3% | $67,313+76.7% | $64,186+85.3% |
| Participation rate | 37.8% | 60.8%-22.9pp | 69.1%-31.2pp | 69.6%-31.7pp |
| Annual return | -4.66% | -1.39%-3.3pp | -4.08%-0.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,613 | $2,484-35.1% | $3,568-54.8% | $3,470-53.5% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |