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 | $180,898 | $107,015+69.0% | $73,545+146.0% | $147,584+22.6% |
| Participation rate | 25.0% | 66.4%-41.4pp | 54.9%-29.9pp | 82.8%-57.8pp |
| Annual return | 0.43% | 38.25%-37.8pp | -15.16%+15.6pp | 578.55%-578.1pp |
| Employer contribution / active EE | $246 | $1,760-86.0% | $1,219-79.8% | $4,876-95.0% |
| Participant deferral / active EE | $307 | $2,462-87.5% | $1,806-83.0% | $5,439-94.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |