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 | $94,297 | $57,354+64.4% | $83,848+12.5% | $64,186+46.9% |
| Participation rate | 41.2% | 68.6%-27.4pp | 76.1%-35.0pp | 69.6%-28.4pp |
| Annual return | -7.23% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,308 | $2,545-48.6% | $3,631-64.0% | $2,381-45.1% |
| Participant deferral / active EE | $3,370 | $2,993+12.6% | $4,082-17.4% | $3,470-2.9% |
| Admin fee / account holder | $269 | $4,046-93.4% | $5,478-95.1% | $4,888-94.5% |