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 | $151,104 | $81,900+84.5% | $119,609+26.3% | $68,494+120.6% |
| Participation rate | 62.9% | 71.9%-9.0pp | 79.3%-16.4pp | 67.9%-5.0pp |
| Annual return | -18.55% | -23.82%+5.3pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $985 | $2,693-63.4% | $4,232-76.7% | $2,596-62.0% |
| Participant deferral / active EE | $12,827 | $4,148+209.3% | $5,602+129.0% | $4,027+218.5% |
| Admin fee / account holder | $122 | $6,582-98.2% | $10,323-98.8% | $5,403-97.7% |