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 | $162,645 | $95,862+69.7% | $79,550+104.5% | $134,475+20.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -20.04% | -2.69%-17.4pp | 0.16%-20.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,541 | $3,128-50.7% | $2,413-36.2% | $4,740-67.5% |
| Participant deferral / active EE | $6,406 | $4,693+36.5% | $3,985+60.8% | $6,400+0.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |