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 | $172,911 | $59,805+189.1% | $79,550+117.4% | $68,494+152.4% |
| Participation rate | 10.3% | 61.1%-50.7pp | 69.5%-59.1pp | 67.9%-57.5pp |
| Annual return | -16.92% | -12.30%-4.6pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $884 | $1,505-41.2% | $2,413-63.4% | $2,596-65.9% |
| Participant deferral / active EE | $1,457 | $3,024-51.8% | $3,985-63.4% | $4,027-63.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |