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 | $124,753 | $46,674+167.3% | $117,472+6.2% | $68,494+82.1% |
| Participation rate | 46.0% | 56.8%-10.8pp | 70.6%-24.6pp | 67.9%-21.9pp |
| Annual return | 20.00% | -14.52%+34.5pp | 29.74%-9.7pp | -7.84%+27.8pp |
| Employer contribution / active EE | $310 | $1,505-79.4% | $4,176-92.6% | $2,596-88.1% |
| Participant deferral / active EE | $1,829 | $2,636-30.6% | $4,070-55.1% | $4,027-54.6% |
| Admin fee / account holder | $268 | $4,020-93.3% | $5,645-95.2% | $5,403-95.0% |