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 | $186,507 | $103,949+79.4% | $69,182+169.6% | $273,961-31.9% |
| Participation rate | 60.0% | 67.4%-7.4pp | 55.1%+4.9pp | 83.0%-23.0pp |
| Annual return | 1.88% | 35.28%-33.4pp | -21.93%+23.8pp | 41.45%-39.6pp |
| Employer contribution / active EE | $565 | $1,783-68.3% | $1,206-53.1% | $4,869-88.4% |
| Participant deferral / active EE | $1,202 | $2,716-55.7% | $1,897-36.6% | $5,287-77.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |