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 | $136,677 | $56,357+142.5% | $104,294+31.0% | $68,494+99.5% |
| Participation rate | 25.0% | 63.3%-38.3pp | 73.3%-48.3pp | 67.9%-42.9pp |
| Annual return | -17.81% | -9.19%-8.6pp | 24.61%-42.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,110 | $1,960-43.4% | $3,372-67.1% | $2,596-57.3% |
| Participant deferral / active EE | $1,497 | $3,077-51.3% | $4,625-67.6% | $4,027-62.8% |
| Admin fee / account holder | $80 | $4,903-98.4% | $7,339-98.9% | $5,403-98.5% |