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 | $177,925 | $103,949+71.2% | $69,182+157.2% | $273,961-35.1% |
| Participation rate | 20.0% | 67.4%-47.4pp | 55.1%-35.1pp | 83.0%-63.0pp |
| Annual return | 0.96% | 35.28%-34.3pp | -21.93%+22.9pp | 41.45%-40.5pp |
| Employer contribution / active EE | $160 | $1,783-91.0% | $1,206-86.7% | $4,869-96.7% |
| Participant deferral / active EE | $200 | $2,716-92.6% | $1,897-89.4% | $5,287-96.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |