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 | $137,766 | $97,044+42.0% | $83,333+65.3% | $135,375+1.8% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -8.34% | 12.31%-20.6pp | 10.63%-19.0pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,660 | $4,143-59.9% | $3,379-50.9% | $4,779-65.3% |
| Participant deferral / active EE | $3,726 | $5,964-37.5% | $5,565-33.0% | $5,609-33.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |