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 | $143,835 | $39,162+267.3% | $100,671+42.9% | $59,632+141.2% |
| Participation rate | 33.3% | 55.9%-22.5pp | 70.7%-37.4pp | 68.7%-35.3pp |
| Annual return | -0.29% | 21.07%-21.4pp | 20.43%-20.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,193 | $1,151+3.7% | $4,012-70.3% | $2,203-45.8% |
| Participant deferral / active EE | $2,172 | $1,992+9.1% | $3,144-30.9% | $3,192-31.9% |
| Admin fee / account holder | $3 | $2,969-99.9% | $4,850-99.9% | $4,297-99.9% |