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 | $131,304 | $44,850+192.8% | $60,547+116.9% | $59,632+120.2% |
| Participation rate | 20.0% | 59.5%-39.5pp | 68.0%-48.0pp | 68.7%-48.7pp |
| Annual return | -0.59% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $255 | $1,462-82.6% | $2,419-89.5% | $2,203-88.4% |
| Participant deferral / active EE | $1,307 | $2,230-41.4% | $3,328-60.7% | $3,192-59.1% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |