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 | $150,478 | $95,862+57.0% | $79,550+89.2% | $134,475+11.9% |
| Participation rate | 61.1% | 75.0%-13.9pp | 69.5%-8.4pp | 81.2%-20.1pp |
| Annual return | -3.64% | -2.69%-1.0pp | 0.16%-3.8pp | 417.96%-421.6pp |
| Employer contribution / active EE | $1,910 | $3,128-38.9% | $2,413-20.8% | $4,740-59.7% |
| Participant deferral / active EE | $4,014 | $4,693-14.5% | $3,985+0.7% | $6,400-37.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |