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 | $173,577 | $127,386+36.3% | $115,037+50.9% | $125,391+38.4% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -0.20% | 31.28%-31.5pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,222 | $5,166-76.3% | $4,608-73.5% | $4,866-74.9% |
| Participant deferral / active EE | $2,428 | $6,423-62.2% | $6,026-59.7% | $5,352-54.6% |
| Admin fee / account holder | $97 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |