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 | $155,075 | $105,860+46.5% | $90,749+70.9% | $134,475+15.3% |
| Participation rate | 38.5% | 78.2%-39.8pp | 75.7%-37.2pp | 81.2%-42.8pp |
| Annual return | 21.01% | -11.01%+32.0pp | -12.16%+33.2pp | 417.96%-397.0pp |
| Employer contribution / active EE | $3,406 | $3,462-1.6% | $2,921+16.6% | $4,740-28.1% |
| Participant deferral / active EE | $2,199 | $5,216-57.8% | $4,564-51.8% | $6,400-65.6% |
| Admin fee / account holder | $280 | $13,938-98.0% | $8,445-96.7% | $11,426-97.6% |